Blackbaud The Raiser's Edge 7.93 database software Update Guide

7.93 Update Guide
092413
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RE7-Update-2013
Contents
WHAT IS IN THIS GUIDE? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . III
NEW FEATURES AND ENHANCEMENTS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Constituent Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Batch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
4
4
5
5
6
UPDATE THE RAISER ’S EDGE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Pre-Update Recommendations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installation Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Install the Update . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Post Update and Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11
30
38
89
INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
chapter
What Is In This Guide?
In the Update Guide, you learn about the enhancements in The Raiser’s Edge and how to update your current
installation to The Raiser’s Edge 7.93. You also learn about the following:
•
•
•
•
•
•
“Pre-Update Recommendations” on page 11
“Installation Requirements” on page 30
“Install the Update” on page 38
“Post Update and Troubleshooting” on page 89
“Install the Update from The Raiser’s Edge 7.5” on page 71
“New Features and Enhancements” on page 1
How Do I Use These Guides?
The Raiser’s Edge user guides contain examples, scenarios, procedures, graphics, and conceptual information. To
find help quickly and easily, you can access the Raiser’s Edge documentation from several places.
User Guides. To access PDF versions of the guides, select Help, User Guides from the shell menu bar or click
Help on the Raiser’s Edge bar in the program. You can also access the guides on our website at
www.blackbaud.com. From the menu bar, select Support, User Guides.
In a PDF, page numbers in the Table of Contents, Index, and all cross-references are hyperlinks. For example,
click the page number by any heading or procedure on a Table of Contents page to go directly to that page.
Help File. In addition to user guides, to learn about The Raiser’s Edge, access the help file in the program. Select
Help, The Raiser’s Edge Help Topics from the shell menu bar or press F1 on your keyboard from anywhere in
the program.
To narrow your search in the help file, enclose your search in quotation marks on the Search tab. For example,
instead of entering Load Defaults, enter “Load Defaults”. The help file searches for the complete phrase in
quotes instead of individual words.
ii
chapter 1
New Features and
Enhancements
Constituent Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Duplicate Constituent Management Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Copy Phone and Email Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Fuzzy Birth Date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Batch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
2
CHAPTER
The Raiser’s Edge 7.93 includes the new Duplicate Constituent Management Tool, as well as improvements to
other features within program such as Query, Batch, and Security. This chapter includes an overview of all the
new features in The Raiser’s Edge.
Constituent Records
To manage duplicate records in your database, you can run a scan with the Duplicate Constituent Management
Tool to display all potential duplicates. You can then merge and delete records to clean your database, all from
one screen.
When you add a new address to a constituent record, you now have the option to copy all phone and email
information.
Duplicate Constituent Management Tool
You can use the Duplicate Constituent Management Tool to scan your database for duplicate constituent records.
After the scan is complete, you can review potential duplicate records and either merge records to remove the
duplicate, or indicate that the records are not duplicates and should never be matched again.
Note: You can still run the Duplicate Constituent Report. To run the report, from the Duplicate Constituent
Management screen, click File, and select Preview. Click Report. The Duplicate Constituent Report is run.
NEW FEATURES
AND
ENHANCEMENTS 3
To access the Duplicate Constituent Management Tool, from Administration, click Duplicate Constituent
Management Tool.
Copy Phone and Email Information
When you add a new address to a constituent record, a prompt now appears to ask if you would like to copy all
existing phone and email information to the new address.
Fuzzy Birth Date
You can now enter fuzzy dates in birth date fields. For example, if you know the constituent’s birth month and
day, but not the year, you can enter that information. When you enter a year, you must always use four digits.
4
CHAPTER
Batch
To help manage and organize the batches you create, you can create categories in which to group them, such as
by user or by the batch’s intended use. To create and organize batch categories, select Organize Categories from
the menu bar of the Batch page. On the Organize Categories screen, you can create, rename, and delete batch
categories. You can also adjust the order in which they appear on the Batch page.
Export
You can now rename export headings to make the columns in the export easier to discern, and more
contextually accurate. For example, if you are exporting multiple Gift fields, but each has different criteria, you
can create descriptive column headers to make them easily discernible in the output.
To edit the column heading, from the Output tab of the export, right click the column heading to rename in the
Output grid, and select Column Heading.
NEW FEATURES
AND
ENHANCEMENTS 5
Mail
To help personalize letters, the Last Name, First Gift Date, First Gift Amount, and Last Gift Date fields have been
added to Donor Acknowledgement Letters and Quick Letters. You can now use these fields when writing your
letters.
Query
In the results grid of a query list, you can now select to display primary addressee and constituent ID information.
To select to view primary addressee and constituent ID information, from a query list, click View on the menu bar
and select Columns. Move Primary Addressee and ID to the Display these columns grid, and click OK.
6
CHAPTER
Security
You can now assign Edit Constituent ID rights to users groups. If you select the Edit Constituent ID checkbox in
Security, edit rights will be enabled for the Constituent ID field for a given user. If the checkbox is not selected,
the user can view Constituent IDs, but will not be able to edit them.
In Security, you can now also select whether or not the Web Services module is available to users. By default, Web
Services is available to non-Supervisors. If users do not have rights to Web Services, it will not appear at all when
the user is logged in to The Raiser’s Edge.
chapter 2
Update The Raiser’s
Edge
Pre-Update Recommendations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
System Recommendations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Back Up Your Network Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Attach Database Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Migrate an ASA Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Work with Sample Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Installation Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Installation Requirements for a Standalone Machine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Installation Requirements for a Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Installation Requirements for Oracle. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Prerequisites Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
.NET Framework 2.0 Customizations & Product Compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
SQL Server Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Required NTFS Rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Install the Update . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Install The Raiser’s Edge Update on a Standalone Machine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Install The Raiser’s Edge Update on a Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Install The Raiser’s Edge Update for Oracle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Install The Raiser’s Edge Update Using a Terminal or Citrix Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Install the RE:Anywhere for Remote Access Update . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Install the Update from The Raiser’s Edge 7.5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Post Update and Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Post Update Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Troubleshooting Issues When You Update Your Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Migration Freezes On Dual Processor Machines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Uninstallation Has Not Completed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Read-Only Database Access Guide Not Current . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Procedures
Back up your database from The Raiser’s Edge 7.6 or higher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Back up your database from The Raiser’s Edge 7.5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Attach a database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Migrate an ASA database into SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Use the Migrate Database Wizard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Copy ASA database files to a new server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Update The Raiser’s Edge on a standalone computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
10 C H A P T E R
Update The Raiser’s Edge on a server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Update The Raiser’s Edge for Oracle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Update your deployment package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Update The Raiser’s Edge using Terminal Services or Citrix when the server does not host the Blackbaud
Management Console and database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Update The Raiser’s Edge using Terminal Services or Citrix when the Terminal server hosts the Blackbaud
Management Console and database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Manually update your software deployment kit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Specify additional security settings for Oracle databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Set up RE:Anywhere for Remote Access to run under an NT account that has database permissions. . . . . . . . . . 67
Update RE:Anywhere for Remote Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Set browser settings for RE: Anywhere for Remote Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Update from The Raiser’s Edge 7.5 on a server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Update from The Raiser’s Edge 7.5 on each workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Update from The Raiser’s Edge 7.5 on a new server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Update workstations from a new server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Update from The Raiser’s Edge 7.5 on a standalone machine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Log into the updated The Raiser’s Edge for the first time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Shut down the Blackbaud Database Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Use the numproc boot.ini switch to use only one processor of a multi-processor machine . . . . . . . . . . . . . . . . . . 96
U P D A T E T H E R A I S E R ’ S E D G E 11
This guide provides information and procedures about how to update your server and workstations to
The Raiser’s Edge 7.93. We also provide instructions on how to use the Blackbaud Management Console to
attach and back up your databases and how to work with sample data. Additionally, the New Features and
Enhancements chapter provides information about new features and functionality available in this version of
The Raiser’s Edge.
Before you install the update, review the pre-update recommendations and installation requirements.
Pre-Update Recommendations
Before you update the The Raiser’s Edge, we recommend you review the information in this section.
 To install The Raiser’s Edge for the first time, see the Installation Guide.
 The Raiser's Edge includes support for several web services, including WealthPoint for The Raiser’s Edge,
PhoneFinder. For more information about how to install and update web services, see the Web Services
Installation and Set Up Guide.
 The Raiser’s Edge integrates with Microsoft’s MapPoint 2013. With MapPoint, you can generate maps and
geographically locate constituents in your database. If MapPoint is already installed on your workstation,
Mapping automatically appears on The Rasier's Edge bar after installation is complete. Click Mapping to use
MapPoint with The Raiser's Edge. For more information about how to install MapPoint, see the Installation
Guide. If you would like to purchase MapPoint for your organization, contact your Account Manager, or send
an email inquiry to [email protected].
 Before you update The Raiser’s Edge, we recommend you familiarize yourself with the new features and
enhancements available in version 7.93. For more information on the new features available in The Raiser’s
Edge 7.93, see “New Features and Enhancements” on page 1.
 Review the “System Requirements” on page 11.
 Review the “Installation Requirements” on page 30.
 Review the “Prerequisites Installation” on page 36.
 Review the “.NET Framework 2.0 Customizations and Product Compatibility” on page 37.
 Review the “SQL Server Requirements” on page 37.
 Review the “Required NTFS Rights” on page 37.
 Before you update The Raiser’s Edge, we strongly recommend you back up your database. For more
information and instructions, see “Back Up Your Network Database” on page 11.
 If you update from The Raiser’s Edge 7.5, review the “Migrate an ASA Database” on page 22.
 Learn about “Work with Sample Data” on page 30.
 If you integrate The Raiser’s Edge with The Patron Edge, stop the integration SQL job before you create the
pre-update backups of The Raiser’s Edge. For more information, contact Patron Edge Support.
System Requirements
Before you update The Raiser’s Edge, we strongly recommend you familiarize yourself with system requirements
for The Raiser’s Edge. Visit the Blackbaud website at www.blackbaud.com to view the system requirements.
From the website, select Resources, System Requirements from the menu bar.
Back Up Your Network Database
Note: This backup applies to SQL Sever users only. Oracle users, see the Oracle Installation and Database
Administrator’s Guide for backup information.
12 C H A P T E R
Before you update The Raiser’s Edge, we strongly recommend you back up your database with a proper backup
system. If you do not have such a system in place, the Backup Database link available through the Blackbaud
Management Console allows you to run a full or compressed backup of your database while users continue to
work in the program. The full backup saves a complete copy of your database in a directory you specify. The
compressed backup option copies your data files, compresses the copies into a single WinZip file, and deletes the
copies. However, if your database contains a single file larger than 4GB, you cannot run the compressed backup.
Back Up Your Database from The Raiser’s Edge 7.6 or Higher
Note: When you back up your database, the Blackbaud Management Console copies your database to the
hard drive of the server that runs the database. To ensure a secure backup strategy, we recommend you also
create proper backups to removable media.
Although this utility conveniently backs up your database while allowing users to continue to work in the
program, we recommend you also create a proper backup of your data.
 Back up your database from The Raiser’s Edge 7.6 or higher
1. Before you update The Raiser’s Edge, from the main screen of the Blackbaud Management Console,
select Backup in the Installed products tree view. On the right, the Backup History screen appears.
U P D A T E T H E R A I S E R ’ S E D G E 13
2. In the Perform Backup frame, click Backup. The Backup Database screen appears.
3. In the Backup path field, select a location for the backup. To specify the location, click the ellipsis.
4. To have the Blackbaud Management Console zip the files after the backup, mark Compress files after
backup.
Note: Do not mark Send data to Blackbaud unless directed to do so by Blackbaud Customer Support.
When you mark this checkbox, the Send data to Blackbaud checkbox is enabled. Unless directed to do so
by Blackbaud Customer Support, do not mark Send data to Blackbaud.
5. To send a notification to a specified workstation when the backup is created, mark Net Send notification
when backup is finished. You must enter the name of the workstation or user to receive the notification,
if it differs from the default.
6. To generate a text file that details the backup process, mark Output File. In the Output File field, enter
the location at which to save the output file. To map to the location, click the ellipsis.
7. To backup the database, click Backup. You return to the main screen of the Blackbaud Management
Console.
Back Up Your Database from The Raiser’s Edge 7.5
Although this utility conveniently backs up your database while allowing users to continue to work in the
program, we recommend you also create a proper backup of your data.
14 C H A P T E R
 Back up your database from The Raiser’s Edge 7.5
1. Before you update The Raiser’s Edge, click the Blackbaud Management Console shortcut on your
desktop. The Blackbaud Management Console Welcome screen appears.
2. Click Administration. The Administration screen appears.
U P D A T E T H E R A I S E R ’ S E D G E 15
Warning: Although the Blackbaud Management Console conveniently backs up your database while allowing
your users to continue to work in the program, we recommend you also create proper backups to removable
media.
3. Click Backup Database. The database backup wizard appears.
4. In the Backup root directory field, enter the directory in which to save the backup.
5. Click Next. All databases available to back up appear.
16 C H A P T E R
6. Next to the database to back up, select the type of backup to run. It may take a few minutes before the
program accepts your selection.
• To save a complete copy of your database in a directory you specify, select Full backup.
• To copy your data files, compress the copies into a single WinZip file, and delete the copies, select
Compressed backup. If your database contains a single file larger than 4GB, you cannot run the
compressed backup and the option is marked “N/A”.
• To not back up your database, select Do not backup.
Note: If the backup fails, a message appears to warn you that one or multiple backups failed.
7. Click Next. A screen appears to confirm the backup settings.
8. Click Finish. The program runs the backup. When the backup is complete, a confirmation screen appears.
U P D A T E T H E R A I S E R ’ S E D G E 17
9. Click OK. You return to the Administration screen.
10. To return to the Blackbaud Management Console Welcome screen, click Return to main menu. You are
ready to update The Raiser’s Edge.
Attach Database Wizard
If you have an existing The Raiser’s Edge 7.6 or higher database in SQL Server format, you can use the Blackbaud
Management Console to attach the database to your computer. For example, if you update your Raiser’s Edge
database and want to move the database to a different server, use this wizard to do so in a few simple steps.
18 C H A P T E R
 Attach a database
1. On the Getting Started screen, select Attach a database. The Attach Database Wizard appears.
Note: Even if you run a full version of SQL Server Standard or Enterprise, you must use the Blackbaud
Management Console to attach databases to The Raiser’s Edge. If you do not use the Blackbaud Management
Console, you cannot access the databases from The Raiser’s Edge.
2. From the Attach Database Wizard screen, click Next. The Select Server screen appears.
• To use The Raiser’s Edge 7 server installed with the program, select Use the local Raiser’s Edge
database server and go to step 3.
U P D A T E T H E R A I S E R ’ S E D G E 19
• To use a separate installed instance of Microsoft SQL Server, select Select another SQL Server instance
and select the SQL Server instance to use.
a. Click Next. The Server Information screen appears.
In the Select Server box, all registered servers appear. A registered server is any server on your
system controlled by SQL Server Management tools.
b. If the required server does not appear in the Select Server box, click Available. A list of all SQL
Servers available on your network appears. The button changes to Registered.
c. In the Select Server box, select the server in which to create a database.
d. In the Login information frame, select the type of authentication to use.
If you have SQL Server Standard or Enterprise editions configured to work with Windows
authentication, select Use Windows authentication. This allows you to log into the SQL Server
instance with the same login name and password as your network.
20 C H A P T E R
Warning: If you use your own SQL Server instance and run it in the Windows-only authentication mode, you
must add any users who access The Raiser’s Edge to the SQL Server network and grant them public role access.
To establish a login name and password in SQL Server Standard/Enterprise Edition using SQL Server
authentication, select Use SQL Server authentication and enter a login name and password for the
server.
e. To check the server connection, click Test. If the connection fails, check the login information and
verify you selected the correct server.
3. Click Next. The Database Information screen appears.
4. In the Attach field, select the type of Raiser’s Edge database to attach:
• To attach an existing database, select Existing database (MDF file).
• To attach a backup of a database, select From backup file (BAK or ZIP file).
5. In the Path to existing database field, enter the location of the database to attach. To map to the location,
click the ellipsis.
6. In the Name for existing database field, enter a name for the database.
7. In the Description for existing database field, enter a description of the database to help users identify
the data it contains. For example, if the database contains sample data used for in-house training, enter
“In-house Training Sample Data”.
8. To change the default location of your existing database:
U P D A T E T H E R A I S E R ’ S E D G E 21
a. Above the Path to existing database field, click To adjust file location(s). The Database Information
screen appears.
b. To specify the current location of the database, double-click the file in the grid.
c. To return to the Database Information screen, click To return to the previous screen.
9. Click Next. The selected database is attached, and a confirmation screen appears.
10. Click Finish. You return to the Blackbaud Management Console screen. The attached database appears
under the product to which you attached it.
You can now open The Raiser’s Edge and start to work in the database.
22 C H A P T E R
Migrate an ASA Database
The Raiser’s Edge includes Microsoft SQL Server Express. If you update from The Raiser’s Edge 7.5, you must use
the Blackbaud Management Console to migrate your existing ASA databases to Microsoft SQL Server Express
before you can start to work with the program.
Migrate an ASA Database into SQL Server
The Raiser’s Edge includes the Microsoft SQL Server Express. Before you can start to work in the program, you
must migrate your existing ASA database into SQL Server Express.
 Migrate an ASA database into SQL Server
Note: If you update from The Raiser’s Edge 7.5 and, when you installed The Raiser’s Edge 7.5, you selected
Automatically Start the database when the system starts, the ASA database restarts when you restart your
computer at the end of the update procedure. Before you migrate your ASA database into SQL Server, you
must shut down the ASA database. If the ASA database runs on your server when you start to migrate your
database, an error message appears and you cannot continue. To shut down the service, go to Service
Manager. For detailed instructions about how to shut down the ASA database service, see “Shut down the
Blackbaud Database Service” on page 93.
After you restart your computer, the new Blackbaud Management Console shortcut appears on your desktop.
However, if you also use Blackbaud’s accounting software, The Financial Edge, or education software,
The Education Edge, a new management console shortcut does not appear. All programs use the same
management console.
1. On your desktop, double-click the Blackbaud Management Console shortcut. The Getting Started screen
appears.
The Getting Started screen displays multiple options. The options you receive depend on whether your
system satisfies these conditions:
• You have a valid deploy kit from The Raiser’s Edge 7.5.
• You have an existing Raiser’s Edge 7.5 ASA database that is not sample data. You must be able to log
into this database from The Raiser’s Edge 7.5. This ensures the registry keys exist and the database can
be found during the default update.
• No Microsoft SQL Server database named RE7.mdf exists in any of The Raiser’s Edge 7.5 database
locations.
• For all databases that exist in Raiser’s Edge 7.5, none are more than 3.7GB in size.
• Enough free disk space exists where the Raiser’s Edge 7.5 or higher database is located in order to
convert it. Updating from The Raiser’s Edge 7.5 or higher to The Raiser’s Edge 7.93 requires two times
the disk space of your current database.
Note: If you have an existing Microsoft SQL Server database, you can attach the database to the Blackbaud
Management Console for use with The Raiser’s Edge. For information about how to attach a database, see
“Attach Database Wizard” on page 17.
U P D A T E T H E R A I S E R ’ S E D G E 23
If your system satisfies these conditions, you receive three options.
Note: Even if you run a full version of SQL Server 2005 Standard or Enterprise, you must use the Blackbaud
Management Console to attach databases to The Raiser’s Edge. If you do not use the Blackbaud Management
Console, you cannot access the databases from The Raiser’s Edge.
If your system does not satisfy these conditions, you receive two options.
2. Select the type of update to perform.
On a Getting Started screen with three options:
24 C H A P T E R
• To keep the database settings from your previous installation of The Raiser’s Edge, select Automatic
Database Migration and click Begin. The program migrates your Sybase ASA database for use with
Microsoft SQL Server. We recommend this option for most installations of The Raiser’s Edge.
• To use a server other than the SQL Server Express installed with The Raiser’s Edge, or to manually
migrate the database, click Custom Database Migration and click Begin. The Database Migration
Wizard appears. For detailed information about this wizard, go to “Update from The Raiser’s Edge 7.5
on Workstations” on page 75.
• To connect an existing Raiser’s Edge SQL Server database to the Blackbaud Management Console for
use in The Raiser’s Edge, select Attach a database and click Begin. The Attach Database Wizard
appears. For detailed information about this wizard, go to the “Attach Database Wizard” on page 17.
On a Getting Started screen with two options:
• To manually migrate an ASA database into SQL Server Express, select Migrate a Database and click
Begin. The Database Migration Wizard appears. For detailed instructions about this wizard, go to
“Migrate an ASA Database” on page 22.
• To connect an existing Raiser’s Edge SQL Server database to the management console for use in
The Raiser’s Edge, select Attach a Database and click Begin. The Attach Database Wizard appears. For
detailed instructions about this wizard, go to “Attach Database Wizard” on page 17.
Migrate Database Wizard
 Use the Migrate Database Wizard
After you restart your computer, the Blackbaud Management Console shortcut appears on your desktop.
However, if you use Blackbaud’s accounting software, The Financial Edge, or education software,
The Education Edge, a new management console shortcut does not appear. All programs use the same
management console.
1. On your desktop, double-click the Blackbaud Management Console shortcut.
U P D A T E T H E R A I S E R ’ S E D G E 25
The Getting Started Screen appears.
2. Select Migrate a Database and click Begin. The Welcome to the Migrate Database Wizard screen appears.
Note: Before you migrate a database, we recommend you run a database validation and check your database
for problems. For information about how to validate a database, see the Database Administration Guide.
26 C H A P T E R
3. Click Next. The Select Source Database screen appears.
4. In the Select ASA database to migrate field, enter the location of the ASA database to migrate. To locate
the database, click the ellipsis.
5. Click Next. The Select Destination Database screen appears.
• To use the database server installed with The Raiser’s Edge, select Use The Raiser’s Edge 7 database
server (Recommended) and go to step 6.
• To use a separate installed instance of Microsoft SQL Server, select Select another SQL Server instance
and select the SQL Server instance to use.
U P D A T E T H E R A I S E R ’ S E D G E 27
a. Click Next. The SQL Server Information screen appears.
In the Select Server box, all registered servers appear. A registered server is any server on your
system controlled by SQL Server Management tools.
If the required server does not appear in the Select Server box, click Available. A list of all SQL Server
instances available on your network appears, and the button changes to Registered.
b. In the Select Server box, select the server in which to migrate your database.
c. In the Login information frame, select the type of authentication to use.
Warning: If you use your own instance of SQL Server and run it in the Windows-only authentication mode, you
must add any users who access The Raiser’s Edge to the SQL Server network and grant them public role access
to the Raiser’s Edge database.
28 C H A P T E R
If you have SQL Server Standard or Enterprise editions configured to work with Windows
authentication, select Use Windows authentication. This allows you to log into the SQL Server
instance with the same login name and password as your network.
To establish a login name or password in SQL Server Standard/Enterprise Edition with SQL Server
authentication, select Use SQL Server authentication and enter a login name and password for the
server.
d. To check the server connection, click Test . If the connection fails, check the login information and
verify you selected the correct server.
6. Click Next. The Database Information screen appears.
7. In the Path for migrated database field, enter a location for the database. To map to the location, click the
ellipsis.
8. In the Name for migrated database field, enter a name to identify the database in the Blackbaud
Management Console.
9. In the Description for migrated database field, enter a description of the database. This description
appears on your workstations’ database selection screens to help users identify the database.
U P D A T E T H E R A I S E R ’ S E D G E 29
10. Click Migrate. As the database migrates, a processing screen appears.
Once the migration is complete, the Completing the Migrate Database Wizard screen appears.
11. Click Finish. You return to the Blackbaud Management Console screen.
Copy ASA Database Files to New Server
Although you do not need The Raiser’s Edge installed on the new server before you update, you must copy the
ASA database files from the old server to the new server if you update from The Raiser’s Edge 7.5. Before you
move the data, you must shut down the ASA database engine.
30 C H A P T E R
 Copy ASA database files to a new server
Note: When you copy the ASA database files from the existing ASA server to the new server, the copied files
must be in the same directory structure and path. For example, if the files from \apps\fundraising\re7 on
server A, use \apps\fundraising\re7 as the ASA source on Server B.
1. Using Microsoft Windows Explorer, locate your ASA database files: re_bio.db, re_gift.db, re_index.db,
re_temp.db, re7.db, and re7.log.
2. Copy all the database files and add them to your new server. To add the database files to the new server,
you can use the Edit, Copy and Edit, Paste menu options in Windows Explorer.
After you have the ASA database files copied to the new server, you can install The Raiser’s Edge.
Work with Sample Data
Your installation of The Raiser’s Edge provides sample data. You can practice with the program before you
migrate your database. We recommend you use the sample data as a training tool. It contains examples of the
many features available in the program.
If you use The Raiser’s Edge on a server, all workstations share the sample data, and all users can see all changes.
When you update to The Raiser’s Edge 7.93 on a workstation, you can no longer access the sample data that
previously existed on the workstation.
Installation Requirements
Note: If you currently use The Raiser’s Edge, before you update to The Raiser’s Edge 7.93, you must have at
least The Raiser’s Edge 7.85 installed. You cannot update from The Raiser’s Edge 7.0, 7.01, 7.02, or 7.03.
Before you update The Raiser’s Edge, we strongly recommend you meet these installation requirements.
U P D A T E T H E R A I S E R ’ S E D G E 31
Installation Requirements for a Standalone Machine
A standalone machine, or single workstation, is set up for one user, and only one workstation accesses the data.
To use a standalone system, perform these requirements.
 Before you update The Raiser’s Edge, make a complete backup of your database in The Raiser’s Edge. We
strongly recommend you use a proper backup system. If you do not have such a system in place, use the
Blackbaud Management Console. When you run a backup, make sure all The Raiser’s Edge database files are
included: RE7.mdf, RE7_bio.mdf, RE7_gift.mdf, RE7_index.mdf, RE7_log.ldf, and RE7_temp.mdf. For detailed
instructions, see “Back Up Your Network Database” on page 11.
 If you use an MSDE database, you receive a warning during installation. Before you update The Raiser’s Edge,
back up your database. After the database is attached to SQL Server Express 2005, it cannot attach to any
instance of SQL Server 2000. For more information about database migration, see the Quick Tips for Installing
The Raiser’s Edge.
 Exit all Windows applications.
 Close any virus scan programs. These programs can sometimes mistakenly interpret the setup/update process
of a new program as a contamination of existing files on the disk.
 Close the Microsoft Office toolbar, when present. It may interfere with the installation of some files.
 Due to the integration between The Raiser’s Edge and Microsoft Outlook, if your workstation users use
Outlook, they must exit and log out of Outlook before you update The Raiser’s Edge on their computers. If
they fail to exit and log out of Outlook, the update may not install properly.
 Every workstation that runs The Raiser’s Edge must have Microsoft’s Internet Explorer 6.0 or higher installed
to complete the installation. Visit Microsoft’s website at www.microsoft.com/ie to download the latest
version.
 To help you comply with the Payment Card Industry Data Security Standards (PCI DSS), The Raiser’s Edge does
not store credit card numbers in your database. To securely store sensitive credit card and merchant account
information, the program uses the Blackbaud Payment Service web service. Before you can download the
update utility for The Raiser’s Edge, your organization must have an account with the Blackbaud Payment
Service or select to truncate all credit card numbers in your database. If you attempt to download the utility
before your organization has done either, the Blackbaud Payment Service web page appears.
32 C H A P T E R
 After you install The Raiser’s Edge, you must enter a user name and password for the web service. If your
organization uses ICVerify to process credit card transactions through the program, you also enter the security
token to identify your organization when ICVerify requests credit card information from the Blackbaud
Payment Service. After you enter these credentials, you can log in to the program.
 To use the Blackbaud Payment Service to store your credit card information, you must have an Internet
connection. If you cannot access the Internet to connect to the web service, you cannot update to The Raiser’s
Edge 7.93. You must either remove the credit card information from your database or cancel the upgrade
process.
Note: The Raiser’s Edge includes Microsoft’s SQL Server 2005 Express Edition. This version of SQL Server works
for databases smaller than 3.7 GB. If your database exceeds this limit, purchase Microsoft SQL Server 2005
Standard, Enterprise, or Workgroup editions, or SQL Server 2008.
 If you use Microsoft SQL Server 2005 Standard, Workgroup, or Enterprise editions, Service Pack 2 is required
and Service Pack 3 is supported. The patch keeps your system current with Microsoft’s security
recommendations. If Service Pack 2 is not installed, visit Microsoft’s website at
http://technet.microsoft.com/en-us/sqlserver/bb331754.aspx to download it.
 If you use Microsoft SQL Server 2005 Express, Service Pack 2 is required and Service Pack 3 is supported. The
patch keeps your system current with Microsoft’s security recommendations. If Service Pack 2 is not installed,
visit Microsoft’s website at http://technet.microsoft.com/en-us/sqlserver/bb426877.aspx to download it.
 If you use Microsoft SQL Server 2008, Service Pack 1 is supported. We recommend that you monitor patches to
keep your system current with Microsoft’s security recommendations. To monitor patches for SQL Server 2008,
visit Microsoft’s website at http://technet.microsoft.com/en-us/sqlserver/bb671408.aspx.
 Microsoft SQL Server 2008 R2 is supported. We recommend that you monitor patches to keep your system
current with Microsoft’s security recommendations. To monitor patches for SQL Server 2008, visit Microsoft’s
website at http://technet.microsoft.com/en-us/sqlserver/bb671408.aspx.
 Every workstation that runs Microsoft Windows XP must have Service Pack 3 installed. If the required service
pack is not installed, visit www.microsoft.com/downloads/ to download the latest version. Workstations can
also run Windows Vista (32-bit or 64-bit) or Windows 7 (32-bit or 64-bit).
 If you use The Financial Edge, you must have The Financial Edge 7.2 or higher installed to work with
The Raiser’s Edge 7.93.
 If you use Blackbaud NetCommunity, you must have a version that complies with PCI DSS to work with The
Raiser’s Edge 7.93.
 Before you use Dashboard, install Microsoft Office Web Components. For more information, see the
Installation Guide.
 Before you update The Raiser’s Edge, you do not have to uninstall previous versions of the program.
 Before you update The Raiser’s Edge, you must have The Raiser’s Edge 7.5 or higher installed. Updating from
The Raiser’s Edge 7.5 or higher to The Raiser’s Edge 7.93 requires two times the disk space of your current
database.
Installation Requirements for a Server
A network installation configures the software for multiple users who work on multiple workstations. To use a
network system, perform these requirements.
Note: The Raiser’s Edge includes Microsoft’s SQL Server 2005 Express Edition. This version of SQL Server works
for databases smaller than 3.7 GB. If your database exceeds this limit, purchase Microsoft SQL Server 2005
Standard, Enterprise, or Workgroup editions, or SQL Server 2008.
U P D A T E T H E R A I S E R ’ S E D G E 33
 Before you update The Raiser’s Edge, make a complete backup of your database in The Raiser’s Edge. We
strongly recommend you use a proper backup system. If you do not have such a system in place, use the
Blackbaud Management Console. When you run a backup, make sure all The Raiser’s Edge database files are
included: RE7.mdf, RE7_bio.mdf, RE7_gift.mdf, RE7_index.mdf, RE7_log.ldf, and RE7_temp.mdf. For detailed
instructions, see “Back Up Your Network Database” on page 11.
 If you use an MSDE database, you receive a warning during installation. Before you update The Raiser’s Edge,
back up your database. Once the database is attached to SQL Server Express 2005, it cannot attach to any
instance of SQL Server 2000. For more information about database migration, see the Quick Tips for Installing
The Raiser’s Edge.
 Make sure clients of The Raiser’s Edge are logged out of the system.
 You need a CD-ROM drive or website download at the server. The update process copies all update files and
integrates the settings configured when the Blackbaud Management Console was originally set up to facilitate
a deploy package. The deploy package updates a workstation when a user with local administrative rights and
rights to the deploy package logs into the workstation.
 Exit all Windows applications.
 To complete the installation, every workstation that runs The Raiser’s Edge needs Microsoft’s Internet Explorer
6.0 or higher installed. Visit Microsoft’s website at www.microsoft.com/ie to download the latest version.
 To help you comply with the Payment Card Industry Data Security Standards (PCI DSS), The Raiser’s Edge does
not store credit card numbers in your database. To securely store sensitive credit card and merchant account
information, the program uses the Blackbaud Payment Service web service. Before you can download the
update utility for The Raiser’s Edge, your organization must have an account with the Blackbaud Payment
Service or select to truncate all credit card numbers in your database. If you attempt to download the utility
before your organization has done either, the Blackbaud Payment Service web page appears.
 After you install The Raiser’s Edge, you must enter a user name and password for the web service. If your
organization uses ICVerify to process credit card transactions through the program, you also enter the security
token to identify your organization when ICVerify requests credit card information from the Blackbaud
Payment Service. After you enter these credentials, you can log in to the program.
34 C H A P T E R
 To use the Blackbaud Payment Service to store your credit card information, you must have an Internet
connection. If you cannot access the Internet to connect to the web service, you cannot update to The Raiser’s
Edge 7.93. You must either remove the credit card information from your database or cancel the upgrade
process.
 If you use Microsoft SQL Server 2005 Standard, Workgroup, or Enterprise editions, Service Pack 2 is required
and Service Pack 3 is supported. The patch keeps your system current with Microsoft’s security
recommendations. If Service Pack 2 is not installed, visit Microsoft’s website at
http://technet.microsoft.com/en-us/sqlserver/bb331754.aspx to download it.
 If you use Microsoft SQL Server 2005 Express, Service Pack 2 is required and Service Pack 3 is supported. The
patch keeps your system current with Microsoft’s security recommendations. If Service Pack 2 is not installed,
visit Microsoft’s website at http://technet.microsoft.com/en-us/sqlserver/bb426877.aspx to download it.
 Microsoft SQL Server 2008 R2 is supported. We recommend that you monitor patches to keep your system
current with Microsoft’s security recommendations. To monitor patches for SQL Server 2008, visit Microsoft’s
website at http://technet.microsoft.com/en-us/sqlserver/bb671408.aspx.
 If you use Microsoft SQL Server 2008, Service Pack 1 is supported. We recommend that you monitor patches to
keep your system current with Microsoft’s security recommendations. To monitor patches for SQL Server 2008,
visit Microsoft’s website at http://technet.microsoft.com/en-us/sqlserver/bb671408.aspx.
Note: Domain controllers, small business servers, NT 4.0 Server, and peer-to-peer networks are not supported.
 Every workstation that runs Microsoft Windows XP must have Service Pack 3 installed. If the required service
pack is not installed, visit www.microsoft.com/downloads/ to download the latest version. Workstations can
also run Windows Vista (32-bit or 64-bit) or Windows 7 (32-bit or 64-bit).
 Close any virus scan programs on the server and workstations. These programs can sometimes mistakenly
interpret the setup/update process of a new program as a contamination of existing files on the disk.
 Close the Microsoft Office toolbar, if present. It may interfere with the installation of some files.
Note: If you use RE:Anywhere, you must install the latest version of the software along with your update of
The Raiser's Edge. You can install the newest version of RE:Anywhere from your update CD, from the update
files you downloaded, or from our website at www.blackbaud.com/support/downloads/downloads.aspx.
 Before you use Dashboard, install Microsoft Office Web Components. For more information, see the
Installation Guide.
 For the deployment package to update The Raiser’s Edge on a workstation, a user must have local
administrative rights to add software to that computer.
 Due to the integration between The Raiser’s Edge and Microsoft Outlook, if your workstation users use
Outlook, they must exit and log out of Outlook before you update The Raiser’s Edge on their computers. If
they fail to exit and log out of Outlook, the update may not install properly.
 If you integrate The Raiser’s Edge with Blackbaud NetCommunity, your organization must update all instances
of The Raiser’s Edge, including those on the Blackbaud NetCommunity web server. Running inconsistent
versions of The Raiser’s Edge may cause errors in Blackbaud NetCommunity.
 If you use The Financial Edge, you must have The Financial Edge 7.2 or higher installed to work with
The Raiser’s Edge 7.93.
 If you use Blackbaud NetCommunity, you must have a version that complies with PCI DSS to work with The
Raiser’s Edge 7.93.
 Before you update The Raiser’s Edge, you must have The Raiser’s Edge 7.85 or higher installed. Updating from
The Raiser’s Edge 7.85 or higher to The Raiser’s Edge 7.93 requires two times the disk space of your current
database.
 Before you update The Raiser’s Edge, you do not have to uninstall previous versions of the program.
 If you update from The Raiser’s Edge 7.5, shut down the database engine.
U P D A T E T H E R A I S E R ’ S E D G E 35
 The Raiser’s Edge (SQL Server) does not support Novell databases. If you convert from Novell, before you
update The Raiser’s Edge, convert to Windows and install the Blackbaud Management Console on only your
server.
 If you use Read-Only Database Assistance, ensure you can access the most up-to-date user guides and unlock
Read-Only Database Assistance from The Raiser’s Edge shell.
 After you complete the upgrade, perform the backups and maintenance items outlined in the Database
Administration Guide.
 For the deployment package to update The Raiser’s Edge on a workstation, a user must have local
administrative rights to add software to that computer.
Installation Requirements for Oracle
To use an Oracle database, perform these requirements.
 When you update The Raiser’s Edge, you can skip builds. You do not have to update builds consecutively.
 Before you update The Raiser’s Edge, create a complete backup of your Raiser’s Edge database.
 Check the Blackbaud website at www.blackbaud.com for any updates. Select Support, Downloads from the
menu bar.
 Make sure clients of The Raiser’s Edge are logged out of the system.
Note: The update includes a NoDBAForRewin.sql file. With this file, you can revoke database
administration rights from all connections to the database made through The Raiser’s Edge. You must run this
script file while connected as SysDba.
 You need a CD-ROM drive or website download at the server. The update process copies all update files and
integrates the settings configured when the Blackbaud Management Console was originally set up to facilitate
a deploy package. The deploy package updates a workstation when a user with local administrative rights and
rights to the deploy package logs into the workstation.
 Exit all Windows applications.
 Close the Microsoft Office toolbar, if present. It may interfere with the installation of some files.
 Due to the integration between The Raiser’s Edge and Microsoft Outlook, if your workstation users use
Outlook, they must exit and log out of Outlook before you update The Raiser’s Edge on their computers. If
they fail to exit and log out of Outlook, the update may not install properly.
 To complete the installation, every workstation that runs The Raiser’s Edge needs Microsoft’s Internet Explorer
6.0 or higher installed. Visit Microsoft’s website at www.microsoft.com/ie to download the latest version.
 To help you comply with the Payment Card Industry Data Security Standards (PCI DSS), The Raiser’s Edge does
not store credit card numbers in your database. To securely store sensitive credit card and merchant account
information, the program uses the Blackbaud Payment Service web service. Before you can download the
update utility for The Raiser’s Edge, your organization must have an account with the Blackbaud Payment
Service or select to truncate all credit card numbers in your database. If you attempt to download the utility
before your organization has done either, the Blackbaud Payment Service web page appears.
 After you install The Raiser’s Edge, you must enter a user name and password for the web service. If your
organization uses ICVerify to process credit card transactions through the program, you also enter the security
token to identify your organization when ICVerify requests credit card information from the Blackbaud
Payment Service. After you enter these credentials, you can log in to the program.
 To use the Blackbaud Payment Service to store your credit card information, you must have an Internet
connection. If you cannot access the Internet to connect to the web service, you cannot update to The Raiser’s
Edge 7.93. You must either remove the credit card information from your database or cancel the upgrade
process.
36 C H A P T E R
 Close any virus scan programs on the server and on the workstations. These programs can sometimes
mistakenly interpret the setup/update process of a new program as a contamination of existing files on the
disk.
Note: If you currently map Raiser’s Edge users to database users, after you update The Raiser’s Edge, you
must again map your Raiser’s Edge users to the database users.
 For the deployment package to update The Raiser’s Edge on a workstation, a user must have administrative
rights to add software to that computer.
 After you complete the upgrade, perform the backups and maintenance items outlined in the Oracle
Installation and Administrator’s Guide.
Prerequisites Installation
When you update The Raiser’s Edge, the update utility verifies you have all the required prerequisites. If you do
not have all the prerequisites, your administrator must install the prerequisites before you can successfully update
The Raiser’s Edge. The prerequisites are in the ISSetupPrerequisites folder included on both the CD-ROM and
with the downloadable version of the The Raiser’s Edge installation program.
SQL Server Prerequisites
Before you can update The Raiser’s Edge for SQL Server, these prerequisites must be installed:
• Microsoft Windows Installer 3.1
• Microsoft Data Access Components (MDAC) 2.8
• Microsoft .NET Framework 2.0
• Visual Basic for Applications (VBA) components
• Crystal Report XI runtime components
• Microsoft XML components/XML parser
Note: If your organization has many users and experiences performance issues using The Raiser’s Edge with
SQL Server Express, we recommend you purchase Microsoft SQL Server 2005 Standard, Enterprise, or
Workgroup editions, or SQL Server 2008.
• Microsoft SQL Server 2005 or SQL Server 2008
• Microsoft SQL Server 2005 Express backward compatibility components
Oracle Prerequisites
Before you can update The Raiser’s Edge for Oracle, these prerequisites must be installed:
•
•
•
•
•
•
Microsoft Windows Installer 3.1
Microsoft Data Access Components (MDAC) 2.8
Microsoft .NET Framework 2.0
Visual Basic for Applications (VBA) components
Crystal Report XI runtime components
Microsoft Office XP components
U P D A T E T H E R A I S E R ’ S E D G E 37
.NET Framework 2.0 Customizations and Product Compatibility
The Raiser's Edge requires the Microsoft .NET Framework 2.0. If not already installed, it is installed during the
installation process.
Any customizations in The Raiser's Edge compiled using the .NET 1.1 Framework may experience issues after you
update The Raiser’s Edge. This also applies to any Raiser's Edge PIAs referenced in your code. We strongly
recommend you test all applications in a development environment before you upgrade in a production
environment.
SQL Server Requirements
Note: Microsoft offers three licensing models for SQL Server to meet specific customer needs. For web
applications, Microsoft recommends a separate Processor license for each processor the SQL Server instance
uses. This license includes access for an unlimited number of users or devices to connect to the SQL Server
instance from inside or outside the firewall. When licensed under the per processor model, additional Server
Licenses or client access licenses (CALs) are not required. To ensure you have the required licensing, review
your Microsoft SQL licenses. Visit www.microsoft.com/sql/howtobuy/sqlserverlicensing.mspx for more
information about SQL Server licensing requirements.
• SQL Server administrators who use Windows Only Authentication must apply the “View Server State”
permission to each Microsoft Windows user or user group that accesses The Raiser's Edge.
• Grant public role access to The Raiser’s Edge databases.
• Install SQL Server client tools on the machine that runs the Blackbaud Management Console.
• Enable Named Pipes and TCP/IP in the SQL Server Configuration Manager.
• Enable xp_cmdshell in the SQL Server Area Configuration.
• If you use Microsoft SQL Server 2005 Standard/Workgroup/Enterprise Edition, Service Pack 2 is required and
Service Pack 3 is supported. The patch keeps your system current with Microsoft’s security recommendations. If
Service Pack 2 is not installed, visit Microsoft’s website at
http://technet.microsoft.com/en-us/sqlserver/bb331754.aspx to download it.
• If you use Microsoft SQL Server 2005 Express, Service Pack 2 is required and Service Pack 3 is supported. The
patch keeps your system current with Microsoft’s security recommendations. If Service Pack 2 is not installed,
visit http://technet.microsoft.com/en-us/sqlserver/bb426877.aspx to download it.
• If you use Microsoft SQL Server 2008, Service Pack 1 is supported. We recommend that you monitor patches to
keep your system current with Microsoft’s security recommendations. To monitor patches for SQL Server 2008,
visit Microsoft’s website at http://technet.microsoft.com/en-us/sqlserver/bb6671408.aspx.
For more information about how to prepare Microsoft SQL Server 2005 for use with databases in The Raiser’s
Edge, see Knowledgebase Solution BB245576.
For more information about how to prepare Microsoft SQL Server 2008 for use with databases in
The Raiser’s Edge, see Knowledgebase Solution BB541928.
Required NTFS Rights
To use The Raiser’s Edge on a workstation, users need NTFS rights to these directories, including subdirectories:
Directory
Permissions
Deploy folder on server
RX
38 C H A P T E R
C:\Program Files\Blackbaud\The Raiser’s Edge
FULL
C:\Program Files\Blackbaud\The Raiser’s Edge
FULL
C:\System Temp Folder
FULL
C:\WINNT\SYSTEM32
RX
Note: The directories listed are system defaults only. Your directory locations and names may be different if
they were changed from the original default settings.
• To propagate the permissions to all files and folders within the parent folder, when you add these NTFS folder
permissions, click Advanced on the NTFS Properties tab and mark Reset permissions on all child objects and
enable propagation of inheritable permissions.
• For information about how to edit NTFS permissions, see Knowledgebase Solution BB3124.
• If these rights are insufficient, we recommend you use FileMon to determine where additional rights are
required. FileMon is a useful third-party utility that troubleshoots permission issues. For more information
about FileMon, see Knowledgebase Solution BB50451.
Install the Update
After you review the requirements, recommendations, and instructions in this chapter, you can update
The Raiser’s Edge.
• If you have The Raiser’s Edge 7.85 or higher installed and want to update on a standalone machine, see
“Install The Raiser’s Edge Update on a Standalone Machine” on page 39.
• If you have The Raiser’s Edge 7.85 or higher installed and want to update on a server, see “Install
The Raiser’s Edge Update on a Server” on page 42.
• If you have The Raiser’s Edge 7.82 or earlier installed, you must first upgrade to The Raiser’s Edge 7.85 and
then upgrade to The Raiser’s Edge 7.93. To update on a standalone machine, see “Install The Raiser’s Edge
Update on a Standalone Machine” on page 39.
• If you have The Raiser’s Edge 7.82 or earlier installed, you must first upgrade to The Raiser’s Edge 7.85 and
then upgrade to The Raiser’s Edge 7.93. To update on a server, see “Install The Raiser’s Edge Update on a
Server” on page 42.
• If you have The Raiser’s Edge for Oracle, see “Install The Raiser’s Edge Update for Oracle” on page 47.
• If you have The Raiser’s Edge and use Terminal Services or Citrix, see “Install The Raiser’s Edge Update
Using a Terminal or Citrix Server” on page 55.
• To update RE: Anywhere for Remote Access, see “Install the RE:Anywhere for Remote Access Update” on
page 66.
• If you have The Raiser’s Edge 7.5 installed and want to update on a server, see “Update from The Raiser’s
Edge 7.5 on a Server Requirements” on page 71.
• If you have The Raiser’s Edge 7.5 installed and want to install the update on a new server, see “Update
from The Raiser’s Edge 7.5 on a New Server Requirements” on page 78.
• If you have The Raiser’s Edge 7.5 installed and want to update on a standalone machine, see “Update from
The Raiser’s Edge 7.5 on a Standalone Machine Requirements” on page 86.
U P D A T E T H E R A I S E R ’ S E D G E 39
Install The Raiser’s Edge Update on a Standalone Machine
A standalone machine, or single workstation, is set up for one user, and only one workstation accesses the data.
To use a standalone system, perform these update instructions.
 Update The Raiser’s Edge on a standalone computer
Note: If the installation options screen fails to appear, you can use Microsoft Windows Explorer to access
setup.exe on your CD-ROM drive.
1. Access the update files.
• Insert the update CD in your CD-ROM drive. A screen appears and displays the installation options.
• If you downloaded the update, extract the update files to a directory on your workstation and then
double-click the setup.exe file.
Note: If you use RE:Anywhere, you must install the latest version of the software along with your update of
The Raiser's Edge. You can install the newest version of RE:Anywhere from your update CD or update files
downloaded from www.blackbaud.com/support/downloads/downloads.aspx.
2. To verify you have the correct version of SQL Server installed, the InstallShield Wizard screen appears.
If additional prerequisites must be installed, they are listed below the Blackbaud SQL Server Verification
requirement. To verify your server and install the prerequisites, click Install. The prerequisites install
before the update continues.
Note: To manually install Service Pack 2 or higher for SQL Server 2005, click No. The setup utility installs any
remaining prerequisites and cancels the installation. You can download and install the service pack from
Microsoft’s website.
If the SQL Server 2005 verification tool detects that your version does not meet the minimum service pack
requirement, a message appears to inform you of this. To automatically install the required service pack,
click Yes.
40 C H A P T E R
A welcome screen appears and displays the progress of the InstallShield Wizard preparation and
verification of your system configuration and installation requirements.
3. If the update utility detects that you do not have Adobe Acrobat Reader installed, a message appears. You
must have Adobe Acrobat Reader installed to access The Raiser’s Edge documentation. Click OK and visit
Adobe’s website at www.adobe.com/products/acrobat/readermain.html to download the latest version
of Adobe Acrobat Reader.
4. When the InstallShield Wizard preparations are finished, the Upgrading The Raiser’s Edge screen appears.
To review the disk space requirements for installation:
a. Click Space. The Disk Space Requirements screen appears.
b. For each volume on your workstation, view the disk size, available disk space, and required disk
space.
U P D A T E T H E R A I S E R ’ S E D G E 41
If a volume does not have the required disk space, it is highlighted. If a volume does not meet the
disk space requirements, we recommend you cancel the installation and free up the required disk
space.
c. Click OK. You return to the Upgrading The Raiser’s Edge screen.
5. Click Next. The Installing The Raiser’s Edge screen appears and displays the installation progress. During
the installation, The Raiser’s Edge removes files that are no longer needed.
6. If The Raiser’s Edge detects programs in use that must be closed during installation, the Files in Use
screen appears.
• To exit and update The Raiser’s Edge later, click Exit.
42 C H A P T E R
Note: If you click Ignore, you may need to restart your computer at the end of the installation.
• To continue to update The Raiser’s Edge with the applications open, click Ignore.
• To continue to update The Raiser’s Edge with the applications closed, close the applications and click
Retry.
7. When the update is complete, the InstallShield Wizard Completed screen appears.
Note: The program may ask you to install your Microsoft Office discs to complete the update.
• The Raiser’s Edge Installer Information message may appear to ask whether to restart your system for
the configuration changes to take effect. Click Yes.
• If The Raiser’s Edge Installer Information message does not appear, click Finish.
8. To update the database, log into The Raiser’s Edge. For information about how to log in, see “Log into the
updated The Raiser’s Edge for the first time” on page 90.
Install The Raiser’s Edge Update
on a Server
Note: The Raiser’s Edge does not support domain controllers, small business servers, NT 4.0 Server, and
peer-to-peer networks.
This section includes detailed information about how to update your server to The Raiser’s Edge 7.93. A network
installation configures the software for multiple users who work on multiple workstations. To use a network
system, perform these update instructions.
 Update The Raiser’s Edge on a server
1. Access the update files.
• Insert the update CD in your CD-ROM drive. A screen appears and displays the installation options.
• If you downloaded the update, extract the update files to a directory on your server and then
double-click the setup.exe file.
Note: If you use RE:Anywhere, you must install the latest version of the software along with your update of
The Raiser's Edge. You can install the newest version of RE:Anywhere from your update CD or update files
downloaded from www.blackbaud.com/support/downloads/downloads.aspx.
2. To verify you have the correct version of SQL Server installed, the InstallShield Wizard screen appears.
U P D A T E T H E R A I S E R ’ S E D G E 43
If additional prerequisites must be installed, they are listed below the Blackbaud SQL Server Verification
requirement. To verify your server and install the prerequisites, click Install. The prerequisites install
before the update continues.
Note: To manually install Service Pack 2 or higher for SQL Server 2005, click No. The setup utility installs any
remaining prerequisites and cancels the installation. You can download and install the service pack from
Microsoft’s website.
If the SQL Server 2005 verification tool detects that your version does not meet the minimum service pack
requirement, a message appears to inform you of this. To automatically install the required service pack,
click Yes.
44 C H A P T E R
A welcome screen appears and displays the progress of the InstallShield Wizard preparation and
verification of your system configuration and installation requirements.
3. If the update utility detects that you do not have Adobe Acrobat Reader installed, a message appears. You
must have Adobe Acrobat Reader installed to access The Raiser’s Edge documentation. Click OK and visit
Adobe’s website at www.adobe.com/products/acrobat/readermain.html to download the latest version
of Adobe Acrobat Reader.
4. When the InstallShield Wizard preparations are finished, the Upgrading The Raiser’s Edge screen appears.
5. To review the disk space requirements for installation:
a. Click Space. The Disk Space Requirements screen appears.
b. For each volume on your workstation, view the disk size, available disk space, and required disk
space.
U P D A T E T H E R A I S E R ’ S E D G E 45
If a volume does not have the required disk space, it is highlighted. If any volumes do not meet the
disk space requirements, we recommend you cancel the installation and free up the required disk
space.
c. Click OK. You return to the Upgrading The Raiser’s Edge screen.
6. Click Next. The Installing The Raiser’s Edge screen appears and displays the update progress. During the
installation, The Raiser’s Edge removes files that are no longer needed.
Note: If the deploy kit fails to automatically update, a message appears to warn you of the failure. After you
migrate your database, you must manually update the deploy kit from the management console. For
information about how to manually update your deploy kit, see the Database Administration Guide.
46 C H A P T E R
7. If The Raiser’s Edge detects programs in use that must be closed during installation, the Files in Use
screen appears.
• To exit and update The Raiser’s Edge later, click Exit.
• To continue to update The Raiser’s Edge update with the applications open, click Ignore.
• To continue to update The Raiser’s Edge with the applications closed, close the applications and click
Retry.
8. When the update is complete, the InstallShield Wizard Completed screen appears.
• The Raiser’s Edge Installer Information message may appear to ask whether to restart your system for
the configuration changes to take effect. Click Yes.
Note: The program may ask you to install your Microsoft Office discs to complete the update.
• If The Raiser’s Edge Installer Information message does not appear, click Finish.
9. To update the database, log into The Raiser’s Edge. For information about how to log in, see “Log into the
updated The Raiser’s Edge for the first time” on page 90.
The first time your workstation users log in after the update, a message appears to inform them of the
new software. A wizard takes them through the update process.
Before your users use The Raiser’s Edge, we recommend they review the release notes for updates to this
version.
10. If you use Blackbaud NetCommunity, update the integration configuration.
• Update all instances of The Raiser’s Edge, including those on the Blackbaud NetCommunity web
server. Inconsistent versions of The Raiser’s Edge may cause in errors in Blackbaud NetCommunity.
• Reassign the Raiser’s Edge web service file and folder permissions established when you installed
Blackbaud NetCommunity.
For more information, see the Blackbaud NetCommunity Installation Guide.
U P D A T E T H E R A I S E R ’ S E D G E 47
Install The Raiser’s Edge Update
for Oracle
To update The Raiser’s Edge for Oracle, use this procedure. For more information about the screens or functions
encountered during the update, see the Oracle Installation & Administrator’s Guide. To access this guide, visit the
Blackbaud website at www.blackbaud.com and select Support, User Guides from the menu bar.
Note: The Raiser’s Edge supports Oracle 10g Standard and Enterprise Edition. Oracle 9i Standard and
Enterprise Edition are still compatible. Visit Oracle’s website at www.oracle.com for more information about
Oracle products and installation instructions
After you update The Raiser’s Edge, a message appears on all workstations to inform your users of the update
when they log in. Before users can continue to work on their workstation, they must install the update.
Update The Raiser’s Edge and Automatically Update the Deployment
Package
With the Blackbaud 7.x generation of software, you receive regular program updates. When you update the
Blackbaud Management Console on your server, the deployment package accessed by your workstations
automatically updates as well. You do not need to open the management console and update the deployment
package separately. To work in the Blackbaud Management Console, you must have administrative rights.
 Update The Raiser’s Edge for Oracle
1. Access the update files.
• Insert the update CD in your CD-ROM drive. A screen appears and displays the installation options.
Note: If the installation options screen fails to appear, use Microsoft Windows Explorer to access setup.exe
on your CD-ROM drive.
• If you downloaded the update, extract the update files to a directory on your server and then
double-click the setup.exe file.
2. If additional prerequisites must be installed, a screen appears to list them. To install the prerequisites,
click OK. The prerequisites install before the update continues.
48 C H A P T E R
A welcome screen appears and displays the progress of the InstallShield Wizard preparation and
verification of your system configuration and installation requirements.
3. If the update utility detects that you do not have Adobe Acrobat Reader installed, a message appears. You
must have Adobe Acrobat Reader installed to access The Raiser’s Edge documentation. Click OK and visit
Adobe’s website at www.adobe.com/products/acrobat/readermain.html to download the latest version
of Adobe Acrobat Reader.
4. When the InstallShield Wizard preparations are finished, the Upgrading The Raiser’s Edge screen appears.
Warning: To move the deployment package to a different location on your server, you must contact
Blackbaud’s Customer Support.
U P D A T E T H E R A I S E R ’ S E D G E 49
5. Click Next. The Installing The Raiser’s Edge screen appears and displays the installation progress. During
installation, The Raiser’s Edge removes files that are no longer needed.
6. When the update is complete, the InstallShield Wizard Completed screen appears.
• The Raiser’s Edge Installer Information message may appear to ask whether to restart your system for
the configuration changes to take effect. Click Yes.
Note: The program may ask you to install your Microsoft Office discs to complete the update.
• If The Raiser’s Edge Installer Information message does not appear, click Finish.
7. To update the database, log into The Raiser’s Edge. For information about how to log in, see “Log into the
updated The Raiser’s Edge for the first time” on page 90.
Note: If you currently map Raiser’s Edge users to database users, after you update The Raiser’s Edge, you
must map your Raiser’s Edge users to the database users again.
The first time your workstation users log in after the update, a message appears to inform them of the
new installation. A wizard takes them through the update process.
Before your users use The Raiser’s Edge, we recommend they review the release notes for updates to this
version.
Use the Blackbaud Management Console to Update Only the Deployment
Package
When you run the software update on your server, your deployment package automatically updates. However, if
you must update just the deployment package, you can use the Blackbaud Management Console.
50 C H A P T E R
 Update your deployment package
1. On your desktop, click the Blackbaud Management Console shortcut. The Blackbaud Management
Console Welcome screen appears.
2. Click Update software. The Update Software screen appears and displays all Blackbaud software
available for update.
U P D A T E T H E R A I S E R ’ S E D G E 51
3. Click the link to the software to update. The Welcome to the Deployment Wizard screen appears.
4. Click Next. The Install Databases screen appears and displays all databases detected by the program.
52 C H A P T E R
5. Click Next. The Workstation Settings screen appears.
Note: To install The Raiser’s Edge in the same directory in all workstations, we recommend you enter an
install directory.
6. In the Install Directory field, enter an install directory for The Raiser’s Edge. This is where the program
files are installed on your workstations. If you leave this field blank, each workstation user must enter the
install directory when he installs the program.
Note: Once the installation is complete, you cannot change or enter a deployment path.
U P D A T E T H E R A I S E R ’ S E D G E 53
7. Click Next. The Installation Package Paths screen appears.
8. Under CD Rom Path, click Click here to browse to the RE7 installation CD. The Browse for Folder screen
appears so you can map to the location of The Raiser’s Edge CD.
9. In the Output Directory field, enter the directory in which to put the software on the network for your
workstations. We recommend you enter “RE7\deploy”. Make sure all workstation users have full rights to
this directory.
54 C H A P T E R
10. Click Next. The Summary screen appears and displays all the data you entered in the Deployment Wizard.
11. Click Finished. A screen tracks the update progress.
When the update is complete, a message appears to inform you of the new The Raiser’s Edge shortcut on
your desktop.
12. Click OK. A confirmation message appears.
Warning: You must maintain an up-to-date backup of your database. For information about establishing a
reliable back-up system, see the Oracle Installation & Administrator’s Guide.
13. Click OK.
The first time your workstation users log into The Raiser’s Edge after the update, a message appears to
tell them of the update. A wizard then takes them through the update process.
U P D A T E T H E R A I S E R ’ S E D G E 55
Install The Raiser’s Edge Update
Using a Terminal or Citrix Server
Note: We recommend only a qualified network professional update The Raiser’s Edge using a Terminal or
Citrix server.
Use these procedures to update The Raiser’s Edge using a Terminal or Citrix server that runs Terminal Services in
“Application Mode”. To use the Microsoft Office Integration features in The Raiser's Edge through a terminal
session, Office must be installed on the Terminal or Citrix server and published out to users.
Server Does Not Host Blackbaud Management Console
If the Terminal server does not host the Blackbaud Management Console and database, perform this procedure.
 Update The Raiser’s Edge using Terminal Services or Citrix when the server does not host the Blackbaud
Management Console and database
1. End all Terminal sessions and exit all applications.
2. Restart the Terminal server.
3. Log into the server.
4. To prevent clients from opening a new session when you run the update, at a command prompt, enter
CHANGE LOGON /DISABLE.
Note: Before you update, we recommend you use a third party software such as Norton Ghost to create an
image of the server.
5. From the Control Panel, click Add or Remove Programs. The Add/Remove Programs screen appears.
Note: Customer Support cannot assist with the installation or configuration of a Terminal or Citrix server.
However, we can provide consulting services to assist in areas outside the scope of support.
56 C H A P T E R
6. Click Add New Programs. The Add/Remove Programs screen appears.
7. Click CD or Floppy. The Install Program From Floppy Disk or CD ROM screen appears.
8. Click Next. The program automatically attempts to locate the shared deploy directory.
If it cannot locate the directory, a screen appears so you can map to the location.
a. Click Browse.
b. Locate the shared deploy directory.
c. Double-click setup.exe. You return to the Run Installation Program screen. In the Open field, the
program location appears.
9. Click Finish.
U P D A T E T H E R A I S E R ’ S E D G E 57
If additional prerequisites must be installed, a screen appears to list them. To install the prerequisites,
click Install. The prerequisites install before the update continues.
A welcome screen appears and displays the progress of the InstallShield Wizard preparation and
verification of your system configuration and installation requirements.
10. If the update utility detects that you do not have Adobe Acrobat Reader installed, a message appears. You
must have Adobe Acrobat Reader installed to access The Raiser’s Edge documentation. Click OK and visit
Adobe’s website at www.adobe.com/products/acrobat/readermain.html to download the latest version
of Adobe Acrobat Reader.
11. When the InstallShield Wizard preparations are finished, the Upgrading The Raiser’s Edge screen appears.
58 C H A P T E R
12. Click Next. The Installing The Raiser’s Edge screen appears and displays the installation progress. During
installation, The Raiser’s Edge removes files that are no longer needed.
When the update is complete, the InstallShield Wizard Completed screen appears.
Note: To complete the update, the utility may ask you to install your Microsoft Office discs.
13.
14.
15.
16.
Click Finish. You return to the Add/Remove Programs screen.
To close the Add/Remove Programs screen, click OK.
If prompted, restart the server.
To allow users to create new sessions to the server, at a command prompt, enter CHANGE LOGON
/ENABLE.
Server Hosts the Blackbaud Management Console
Note: Customer Support cannot assist with the installation or configuration of the Terminal/Citrix server.
However, we can provide consulting services to assist in areas outside the scope of support.
If the Terminal server hosts the Blackbaud Management Console and database, perform this procedure.
 Update The Raiser’s Edge using Terminal Services or Citrix when the Terminal server hosts the Blackbaud
Management Console and database
1. End all Terminal sessions and exit all applications.
2. Restart the Terminal server.
3. Log into the server.
4. To prevent clients from opening a new session when you run the update, at a command prompt, enter
CHANGE LOGON /DISABLE.
Note: Before you update, we recommend you use a third party software such as Norton Ghost to create an
image of the server.
U P D A T E T H E R A I S E R ’ S E D G E 59
5. Insert the The Raiser’s Edge update CD into your server’s CD-ROM. The Setup Type screen appears.
6. To close this screen, click the “X” in the upper right corner.
7. From the Control Panel, click Add or Remove Programs. The Add/Remove Programs screen appears.
60 C H A P T E R
8. Click Add New Programs. The Add/Remove Programs screen appears.
9. Click CD ROM or Floppy. The Install Program From Floppy Disk or CD ROM screen appears.
10. Click Next. The program attempts to locate the network folder automatically.
If it cannot locate the folder, a screen appears to enable you to map to the location.
a. Click Browse.
b. Locate the Network folder on the CD.
c. Double-click setup.exe.
Note: If you use RE:Anywhere for Remove Access, you must install the latest version of the software along
with your update of The Raiser's Edge. You can install the newest version of RE:Anywhere from your update
CD or update files downloaded from www.blackbaud.com/support/downloads/downloads.aspx.
11. To verify you have the correct version of SQL Server installed, the InstallShield Wizard screen appears.
U P D A T E T H E R A I S E R ’ S E D G E 61
If additional prerequisites must be installed, they are listed below the Blackbaud SQL Server Verification
requirement. To verify your server and install the prerequisites, click Install. The prerequisites install
before the update continues.
Note: To manually install Service Pack 2 or higher for SQL Server 2005, click No. The setup utility installs any
remaining prerequisites and then cancels the installation. You can download and install the service pack from
Microsoft’s website.
If the SQL Server 2005 verification tool detects that your version does not meet the minimum service pack
requirement, a message appears to inform you of this. To automatically install the required service pack,
click Yes.
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A welcome screen appears and displays the progress of the InstallShield Wizard preparation and
verification of your system configuration and installation requirements.
12. If the update utility detects that you do not have Adobe Acrobat Reader installed, a message appears. You
must have Adobe Acrobat Reader installed to access The Raiser’s Edge documentation. Click OK and visit
Adobe’s website at www.adobe.com/products/acrobat/readermain.html to download the latest version
of Adobe Acrobat Reader.
When the InstallShield Wizard preparations are finished, the Upgrading The Raiser’s Edge screen appears.
13. Click Next. The Installing The Raiser’s Edge screen appears and displays the installation progress. During
installation, The Raiser’s Edge removes files no longer needed.
When the update is complete, the InstallShield Wizard Completed screen appears.
U P D A T E T H E R A I S E R ’ S E D G E 63
Note: The deployment kit your workstations use may update automatically. If the deployment kit fails to
update automatically, a message appears to tell you to manually update the deployment kit. For information
about how to manually update the deployment kit, see “Manually update your software deployment kit” on
page 63.
14.
15.
16.
17.
Click Finish. You return to the Add/Remove Programs screen.
To close the Add/Remove Programs screen, click OK.
If prompted, restart the server.
To allow users to create new sessions to the server, at a command prompt, enter CHANGE LOGON
/ENABLE.
 Manually update your software deployment kit
1. On your desktop, double-click the Blackbaud Management Console shortcut. The Blackbaud
Management Console screen appears.
2. From the Installed Products tree view, select The Raiser’s Edge. In the pane on the right of the screen, the
program wizards appear .
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3. In the Manage Deploy Kit frame, click Run Now. The Welcome to the Deploy Kit Wizard screen appears.
4. Click Next. The Select Deploy Kit Action screen appears.
5. Select Repair.
U P D A T E T H E R A I S E R ’ S E D G E 65
6. Click Next. The Select Install Location on Client Systems screen appears.
7. Select where to install the installation folder on the workstations.
• To allow each workstation user to name the installation folder and choose its location, select prompt
user for an install path.
• To use the same installation folder name and location for all workstations, select automatically install
the software to this path and enter the location at which to install the workstation components on a
client machine.
8. Click Next. The Specify Paths screen appears.
9. In the Install CD Location field, enter the location of the CD. To browse to the location, click the ellipsis.
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10. Click Repair. The Completing the Deploy Kit Wizard screen appears.
11. Click Finish. You return to the Blackbaud Management Console.
Install the RE:Anywhere for Remote Access Update
Before you install this update, see “Important Notes Before You Update” on page 66. To run the update, see
“Update RE:Anywhere for Remote Access” on page 67.
Additional Security Settings for Oracle Databases
In addition to the security settings for the directories in the previous section, with Oracle databases, you must
establish additional security settings to enable functions, such as to preview and print reports and view query
results.
 Specify additional security settings for Oracle databases
1. Stop and start the Oracle MTS Recovery service. For more information about this service, see the Oracle
documentation at www.oracle.com.
2. Reset your installation of Internet Information Server (IIS).
To reset IIS from the command line, enter iisreset. For information about resetting IIS, see your IIS
documentation.
3. Use Microsoft Windows Explorer to locate your Ora92 directory.
4. Right-click on the Ora92 directory and select Properties. The Properties screen appears.
5. Select the Security tab.
6. In the Name box, select BBReweb7Group.
7. In the Allow column, mark Full Control.
8. To save your changes, click OK.
Important Notes Before You Update
Before you install the RE:Anywhere for Remote Access update, perform these requirements.
U P D A T E T H E R A I S E R ’ S E D G E 67
 If you run SQL Server using Windows Authentication only, RE:Anywhere for Remote Access users can connect
to the database only if the web server runs under an NT account that is granted access to the database in
The Raiser’s Edge. For information about how to set up RE:Anywhere for Remote Access, see “Set up
RE:Anywhere for Remote Access to run under an NT account that has database permissions” on page 67.
 Visit Blackbaud’s website at www.blackbaud.com and check the latest hardware requirements.
 If you use Microsoft Office XP, to use the RE:Anywhere for Remote Access communication tools, Service Pack 3
or higher must be installed.
 Before you update RE:Anywhere for Remote Access, log into the database through The Raiser’s Edge client,
accessible from the The Raiser’s Edge shortcut on the desktop of the web server, and update the The Raiser’s
Edge workstation components on the web server.
 Verify all RE:Anywhere for Remote Access users are logged out of the system.
 Verify you can access a CD-ROM drive from your web server.
 Exit all Windows applications.
 Before you update RE:Anywhere for Remote Access, stop your web server and ftp service. If you do not stop
these services, the setup program asks you to do so during the upgrade.
 Close any virus scan programs on the server. These programs can mistakenly interpret the setup/update
process of a new program as a contamination of existing files on the disk.
 Set up RE:Anywhere for Remote Access to run under an NT account that has database permissions
1. In Internet Information Server (IIS), access the properties for the website used.
2. Select the Directory Security tab.
3. Under Anonymous Access and Authentication Control, select Edit.
4. Change the user name and password to an account that has permissions to the Raiser's Edge database.
5. Save the information.
6. Stop and restart IIS. You can now log into RE:Anywhere for Remote Access.
 Update RE:Anywhere for Remote Access
Both The Raiser's Edge and RE:Anywhere for Remote Access must run on the same versions. Use this
procedure to update RE:Anywhere for Remote Access and the web server.
1. From your web server, insert the Blackbaud CD into your CD-ROM drive.
2. From Microsoft Windows taskbar, click Start and select Run.
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3. Enter D:\REWEB\SETUP.EXE, where D is the location of or complete path to the CD-ROM drive. The
Welcome screen appears.
Note: If the InstallShield Wizard screen appears instead of the Welcome screen, see RE:Anywhere for Remote
Access Installation Guide for information about how to complete the upgrade procedure.
4. Select Update/Repair and click Next.
5. If you have not stopped your web server and FTP service, a message appears. To stop the web server and
FTP service, click Yes. When the upgrade is complete, both restart automatically.
6. A status screen appears to verify you have the proper Internet Server components installed on your web
server. When the verification is complete, the upgrade begins. A status screen tracks the upgrade
progress.
U P D A T E T H E R A I S E R ’ S E D G E 69
Note: To exit the upgrade installation at any time, click Cancel.
When the upgrade is finished, the InstallShield Wizard Complete screen appears.
7. Click Finish. You can now log into your updated version of RE:Anywhere for Remote Access.
Browser Settings to Create Letters and Email from Constituent Records
To create letters and email directly from constituent records in RE:Anywhere for Remote Access, you must
specify several settings in Internet Explorer on client workstations. Unless you use the server as a client, you do
not need to establish these settings on the server. Additionally, if you have Office XP, you must install Service
Pack 3 or later.
 Set browser settings for RE: Anywhere for Remote Access
1. Include the RE:Anywhere for Remote Access server in an Internet Explorer Security Zone for which you
feel safe manipulating the settings. For information about security zones and how to configure them, see
the Internet Explorer help file.
2. From the Internet Explorer Tools menu, select Internet Options. The Internet Options screen appears.
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3. Select the Security tab.
4. Select the zone in which you put the RE:Anywhere for Remote Access server.
U P D A T E T H E R A I S E R ’ S E D G E 71
5. Click Custom Level. The Security Settings screen appears.
Note: If you select Prompt, when you save a document or email as an action from Office, you must first return
to your browser and click Yes on a message that states “This page is accessing a data source on another
domain. Do you want to allow this?” before you can save the item.
6. Under ActiveX controls and plug-ins, Download signed ActiveX controls, select Enable or Prompt.
7. Under ActiveX controls and plug-ins, Run ActiveX controls and plug-ins, select Enable or Prompt.
8. Under ActiveX controls and plug-ins, Script ActiveX controls marked safe for scripting, select Enable or
Prompt.
9. Under Miscellaneous, Access data sources across domains, select Enable or Prompt.
10. Click OK.
11. If you have Microsoft Office XP installed, Service Pack 3 or later must be installed. To install, visit
www.office.microsoft.com, locate the Office Update link, and follow the instructions.
Install the Update from The Raiser’s Edge 7.5
This section includes detailed instructions about how to update your server or standalone system to The Raiser’s
Edge 7.93 from The Raiser’s Edge 7.5. If you update from The Raiser’s Edge 7.6 or higher, see “Install the
Update” on page 38.
Update from The Raiser’s Edge 7.5 on a Server Requirements
A network installation configures the software for multiple users who work on multiple workstations. If your
organization uses a network system, perform these actions.
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Note: If you install The Raiser’s Edge on a new server, see “Update from The Raiser’s Edge 7.5 on a New Server
Requirements” on page 78.
 Read “Pre-Update Recommendations” on page 11.
 Visit the Blackbaud website at www.blackbaud.com and check for any updates. From the menu bar, select
Support, Downloads.
 Use the installation CD to install the program update. For detailed instructions, see “Update from The Raiser’s
Edge 7.5 on a server” on page 72.
 Migrate your ASA database or attach an existing SQL Server database. For detailed instructions, see “Update
from The Raiser’s Edge 7.5 on Workstations” on page 75 or “Attach Database Wizard” on page 17.
 Update The Raiser’s Edge on your workstations. After your deployment kit updates, the workstation users
receive a message when they next open The Raiser’s Edge to inform them to update the software. For detailed
instructions, see “Update from The Raiser’s Edge 7.5 on Workstations” on page 75.
 Because you update from The Raiser’s Edge 7.5, the database migration process leaves your existing ASA
database intact. After the migration is complete and your system runs correctly on SQL Server, we recommend
you back up the old ASA database files (re_bio.db, re_gift.db, re_index.db, re_temp.db, re7.db, and re7.log)
and then delete them from the server to free up space on your hard drive.
Update from The Raiser’s Edge 7.5 on a Server
Note: The Raiser’s Edge does not support domain controllers, small business servers, NT 4.0 Server, and
peer-to-peer networks.
This procedure explains how to update the network version of The Raiser’s Edge.
 Update from The Raiser’s Edge 7.5 on a server
The Raiser’s Edge 7.93 includes Microsoft’s SQL Server 2005 Express Edition. This version of SQL Server works
for databases smaller than 3.7 GB. The installation process confirms your database size before the software
installation begins. If your database exceeds this limit, the installation process terminates. Before you can
install the update, you must purchase and install Microsoft SQL Server 2005 Standard, Enterprise, or
Workgroup editions, or SQL Server 2008.
Note: If you install The Raiser’s Edge on a new server, see “Update from The Raiser’s Edge 7.5 on a New Server
Requirements” on page 78.
1. Access the update files.
• Insert the update CD in your CD-ROM drive. A screen appears and displays the installation options.
• If you downloaded the update, extract the update files to a directory on your server and then
double-click the setup.exe file.
Note: If you use RE:Anywhere for Remove Access, you must install the latest version of the software along
with your update of The Raiser's Edge. You can install the newest version of RE:Anywhere from your update
CD or update files downloaded from www.blackbaud.com/support/downloads/downloads.aspx.
2. To verify that you have the correct version of SQL Server installed, the InstallShield Wizard screen appears.
U P D A T E T H E R A I S E R ’ S E D G E 73
If additional prerequisites must be installed, they are listed below the Blackbaud SQL Server Verification
requirement. To verify your server and install the prerequisites, click Install. The prerequisites install
before the update continues.
Note: To manually install Service Pack 2 or higher for SQL Server 2005, click No. The setup utility installs any
remaining prerequisites and then cancels the installation. You can download and install the service pack from
Microsoft’s website.
If the SQL Server 2005 verification tool detects that your version does not meet the minimum service pack
requirement, a message appears to inform you of this. To automatically install the required service pack,
click Yes.
74 C H A P T E R
A welcome screen appears and displays the progress of the InstallShield Wizard preparation and
verification of your system configuration and installation requirements.
3. If the update utility detects that you do not have Adobe Acrobat Reader installed, a message appears. You
must have Adobe Acrobat Reader installed to access The Raiser’s Edge documentation. Click OK and visit
Adobe’s website at www.adobe.com/products/acrobat/readermain.html to download the latest version
of Adobe Acrobat Reader.
4. When the InstallShield Wizard preparations are complete, the Upgrading The Raiser’s Edge screen
appears.
5. Click Next. The Installing The Raiser’s Edge screen appears and displays the installation progress. During
installation, The Raiser’s Edge removes files no longer needed.
U P D A T E T H E R A I S E R ’ S E D G E 75
Note: If the deploy kit fails to automatically update, a message appears to warn you of the failure. After you
migrate your database, you must manually update the deploy kit from the management console. For
information about how to manually update your deploy kit, see the Database Administration Guide.
6. When the update is complete, the InstallShield Wizard Completed screen appears.
• The Raiser’s Edge Installer Information message may appear to ask whether to restart your system for
the configuration changes to take effect. Click Yes.
Note: The program may ask you to install your Microsoft Office discs to complete the update.
• If The Raiser’s Edge Installer Information message does not appear, click Finish.
7. To update the database, log into The Raiser’s Edge. For information about how to log in, see “Log into the
updated The Raiser’s Edge for the first time” on page 90.
The first time workstation users log in after the update, a message appears to inform them of the new
software. A wizard takes them through the update process.
Update from The Raiser’s Edge 7.5 on Workstations
Warning: If you use your own instance of SQL Server and run it in the Windows-only authentication mode, you
must add any users who access The Raiser’s Edge to the SQL Server network and grant them public role access
to the Raiser’s Edge database.
After you update The Raiser’s Edge on your server, you must update the software on all workstations. To do this,
workstations must have access to the software deployment kit. Using this kit, each workstation can install the
software.
 Update from The Raiser’s Edge 7.5 on each workstation
To update to The Raiser’s Edge 7.93, each workstation must complete this procedure.
1. Close all applications, virus scanning software, and the Microsoft Office shortcut toolbar.
Due to the integration between The Raiser’s Edge and Microsoft Outlook, if your workstations users use
Outlook, they must exit and log out of Outlook before you update The Raiser’s Edge on their computers. If
they fail to exit and log out of Outlook, the update does not install properly.
Warning: You cannot use the software CDs to manually install the update to The Raiser’s Edge 7.93 on
workstations. You must use the deployment kit.
2. Disable any screen savers.
3. To open The Raiser’s Edge, double-click the shortcut on your desktop. A message appears to inform you
that the server configuration has changed and the workstation settings will update.
4. Click OK. A message appears to inform you that a software update is available and will be installed.
Note: If you use RE:Anywhere for Remove Access, you must install the latest version of the software along
with your update of The Raiser's Edge. You can install the newest version of RE:Anywhere from your update
CD or update files downloaded from www.blackbaud.com/support/downloads/downloads.aspx.
5. Click OK. To verify you have the correct version of SQL Server installed, the InstallShield Wizard screen
appears.
76 C H A P T E R
If additional prerequisites must be installed, they are listed below the Blackbaud SQL Server Verification
requirement. To verify your server and install the prerequisites, click Install. The prerequisites install
before the update continues.
Note: To manually install Service Pack 2 or higher for SQL Server 2005, click No. The setup utility installs any
remaining prerequisites and then cancels the installation. You can download and install the service pack from
Microsoft’s website.
If the SQL Server 2005 verification tool detects that your version does not meet the minimum service pack
requirement, a message appears to inform you of this. To automatically install the required service pack,
click Yes.
U P D A T E T H E R A I S E R ’ S E D G E 77
A welcome screen appears and displays the progress of the InstallShield Wizard preparation and
verification of your system configuration and installation requirements.
6. If the update utility detects that you do not have Adobe Acrobat Reader installed, a message appears. You
must have Adobe Acrobat Reader installed to access The Raiser’s Edge documentation. Click OK and visit
Adobe’s website at www.adobe.com/products/acrobat/readermain.html to download the latest version
of Adobe Acrobat Reader.
7. When the InstallShield Wizard preparations are finished, the Upgrading The Raiser’s Edge screen appears.
8. Click Next. The Installing The Raiser’s Edge screen appears and displays the installation progress. During
installation, The Raiser’s Edge removes files no longer needed.
9. When the update is complete, the InstallShield Wizard Completed screen appears.
78 C H A P T E R
• The Raiser’s Edge Installer Information message may appear to ask whether to restart your system for
the configuration changes to take effect. Click Yes.
Note: The program may ask you to install your Microsoft Office discs to complete the update.
• If The Raiser’s Edge Installer Information message does not appear, click Finish.
10. To update the database, log into The Raiser’s Edge. For information about how to log in, see “Log into the
updated The Raiser’s Edge for the first time” on page 90.
Update from The Raiser’s Edge 7.5 on a New Server Requirements
Note: The Raiser’s Edge does not support Novell databases. If you convert from Novell, before you update
The Raiser’s Edge, you must convert to Windows and install the Blackbaud Management Console on only your
server.
If you use a Sybase ASA database and purchase a new server before you update to Microsoft SQL Server version
of The Raiser’s Edge 7.93, you must perform the procedures in this section. Before you update The Raiser’s Edge,
you must copy your ASA database files to the new server; however, a previous version of The Raiser’s Edge is not
required.
This chapter includes detailed instructions to install The Raiser’s Edge 7.93 update on your new server.
A network installation configures the software for multiple users who work on multiple workstations. To use a
network system, perform these actions.
 Read “Pre-Update Recommendations” on page 11.
 Visit the Blackbaud website at www.blackbaud.com and check for any updates. Select Support, Downloads
from the menu bar.
 Copy your ASA database files onto your new server. For detailed instructions, see “Copy ASA database files to a
new server” on page 30.
 Use the installation update CD or downloaded files to install the program update. For detailed instructions, see
“Update from The Raiser’s Edge 7.5 on a new server” on page 78.
 Migrate your ASA database. For detailed instructions, see “Migrate an ASA Database” on page 22.
 Update The Raiser’s Edge on your workstations. For detailed instructions, see “Update Workstations from a
New Server” on page 83.
 Because you update from The Raiser’s Edge 7.5, the database migration process leaves your existing ASA
database intact. After the migration is complete and your system runs correctly on SQL Server, we recommend
you back up the old ASA database files (re_bio.db, re_gift.db, re_index.db, re_temp.db, re7.db, and re7.log)
and then delete them from the server to free up space on your hard drive.
Update from The Raiser’s Edge 7.5 on a New Server
Note: The Raiser’s Edge does not support domain controllers, small business servers, NT 4.0 Server, and
peer-to-peer networks are not supported.
Because this is a new server, this procedure assumes no previous version of The Raiser’s Edge is installed on the
server. You must, however, first copy your ASA database files to the server. For more information, see “Copy ASA
database files to a new server” on page 30.
 Update from The Raiser’s Edge 7.5 on a new server
1. Before you begin the update, verify your server is running. We recommend that you also close the
Blackbaud Management Console.
2. Access the update files.
U P D A T E T H E R A I S E R ’ S E D G E 79
• Insert the update CD in your CD-ROM drive. A screen appears and displays the installation options.
• If you downloaded the update, extract the update files to a directory on your server and then
double-click the setup.exe file.
Note: If The Raiser’s Edge detects that you do not have Adobe Acrobat Reader installed on your workstation, a
screen appears to inform you that Adobe Acrobat Reader must be installed to access The Raiser’s Edge
documentation. Visit Adobe’s website at www.adobe.com/products/acrobat/readermain.html to download
the latest version.
The InstallShield Wizard welcome screen appears.
3. Click Next. The License Agreement screen appears.
80 C H A P T E R
4. Review the terms of the license agreement. To print the license agreement, click Print.
5. If you accept the terms of the license agreement, select I accept the terms in the license agreement.
6. Click Next. The Setup Type screen appears.
7. Select Network.
8. Click Next. The Destination Folder screen appears.
9. Specify where on your system to install the program. We recommend you accept the default destination
folder.
To change the default location:
a. Click Change. The Change Current Destination Folder screen appears.
U P D A T E T H E R A I S E R ’ S E D G E 81
b. Browse to the directory on which to install the program.
c. Click OK. You return to the Destination Folder screen.
10. Click Next. The Deployment Folder screen appears.
By default, your workstations use the deployment kit created during the installation to install The Raiser’s
Edge. You must share the deployment kit on your server where all workstations have access.
11. Click Next. The Client Installation Folder screen appears.
12. Select where to install the installation folder on the workstations.
• To allow each workstation user to select where on the computer to install the program files, select
Allow users to select the installation folder.
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• To install the program files in the same location on all your workstations, select Create default location
for all client installations. In the Default client installation folder field, enter the location where you
want the program installed. To map to the location, click the ellipsis.
13. Click Next. The Ready to Install the Program screen appears.
14. Click Install. The Installing The Raiser’s Edge screen appears and displays the installation progress. During
installation, The Raiser’s Edge removes files no longer needed.
Note: If the deploy kit fails to automatically update, a message appears to warn you of the failure. After you
migrate your database, you must manually update the deploy kit from the management console. For
information about how to manually update your deploy kit, see the Database Administration Guide.
U P D A T E T H E R A I S E R ’ S E D G E 83
15. When the update is complete, the InstallShield Wizard Completed screen appears.
• The Raiser’s Edge Installer Information message may appear to ask whether to restart your system for
the configuration changes to take effect. Click Yes.
Note: The program may ask you to install your Microsoft Office discs to complete the update.
• If The Raiser’s Edge Installer Information message does not appear, click Finish.
16. To update the database, log into The Raiser’s Edge. For information about how to log in, see “Log into the
updated The Raiser’s Edge for the first time” on page 90.
The first time your workstation users log in after the update, a message appears to inform them of the
new software. A wizard takes them through the update process.
Update Workstations from a New Server
Warning: You cannot use the software CDs to manually install The Raiser’s Edge on workstations. You must
use the deployment kit.
After you install The Raiser’s Edge on your server and migrate your ASA database, you must install the software
on all workstations. To do this, workstations must access the software deployment kit created during installation.
Using this kit, each workstation can install the software. This procedure must be completed on each workstation.
 Update workstations from a new server
Warning: If you use your own instance of SQL Server and run it in the Windows-only authentication mode, you
must add any users who access The Raiser’s Edge to the SQL Server network and grant them public role access
to the database in The Raiser’s Edge.
1. Close all applications, virus scanning software, and the Microsoft Office shortcut toolbar.
Due to the integration between The Raiser’s Edge and Microsoft Outlook, if your workstations users use
Outlook, they must exit and log out of Outlook before they update The Raiser’s Edge on their computers.
If they fail to exit and log out of Outlook, the update does not install properly.
2. Disable any screen savers.
3. From your Windows Start menu, select Run. The Run screen appears.
84 C H A P T E R
4. Click Browse. The Browse screen appears.
5. Locate the shared directory in which you created the deploy kit and select setup.exe.
6. Click Open. You return to the Run screen.
U P D A T E T H E R A I S E R ’ S E D G E 85
7. Click OK. The Destination Folder screen appears.
8. If, when you established the deployment kit, you selected a default installation directory, the default
location appears. If not, the workstation user can enter a location in the Destination Folder screen. Accept
the program default, or click Change to map to another location.
9. Click Next. The Ready to Install the Program screen appears.
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10. Click Install. The Installing The Raiser’s Edge screen appears and displays the installation progress. During
the installation, The Raiser’s Edge removes files that are no longer needed.
Note: In some cases, the program may ask you to restart your computer after the installation is complete.
11. When the update is complete, the InstallShield Wizard Completed screen appears. Click Finish.
Note: The program may ask you to install your Microsoft Office discs to complete the update.
12. To update the database, log into The Raiser’s Edge. For information about how to log in, see “Log into the
updated The Raiser’s Edge for the first time” on page 90.
Update from The Raiser’s Edge 7.5 on a Standalone Machine Requirements
This section provides detailed instructions to update your computer to The Raiser’s Edge 7.93 from The Raiser’s
Edge 7.5. If you update from The Raiser’s Edge 7.6 or higher, see “Install the Update” on page 38.
A standalone machine, or single workstation, is set up for one user, and only one workstation accesses the data.
To use a standalone system, perform these actions.
 Read “Pre-Update Recommendations” on page 11.
 Visit the Blackbaud website at www.blackbaud.com and check for any updates. Select Support, Downloads
from the menu bar.
 Use the update CD to install the program update. For detailed instructions, see “Update from The Raiser’s
Edge 7.5 on a standalone machine” on page 87.
 Migrate your ASA database into SQL Server. For detailed instructions, see “Migrate an ASA Database” on
page 22.
Update from The Raiser’s Edge 7.5 on a Standalone Machine
This procedure explains how to update the standalone version of The Raiser’s Edge.
U P D A T E T H E R A I S E R ’ S E D G E 87
 Update from The Raiser’s Edge 7.5 on a standalone machine
The Raiser’s Edge 7.93 includes the Microsoft SQL Server Express. This version of SQL Server works for
databases smaller than 3.7GB. During the software installation, the installation process confirms your
database size.
If your database exceeds 3.7GB, the installation process terminates. Before you continue the installation
process, you must purchase and install Microsoft SQL Server 2005 Standard, Enterprise, or Workgroup
editions, or SQL Server 2008.
Note: If the installation options screen fails to appear, you can access setup.exe on your CD-ROM drive using
Microsoft Windows Explorer.
1. Access the update files.
• Insert the update CD in your CD-ROM drive. A screen appears and displays the installation options.
• If you downloaded the update, extract the update files to a directory on your server and then
double-click setup.exe.
2. To verify you have the correct version of SQL Server installed, the InstallShield Wizard screen appears.
Note: If you use RE:Anywhere, you must install the latest version of the software along with your Raiser's
Edge update. You can install the newest version of RE:Anywhere from your update CD, from the update files
you downloaded, or from our website at www.blackbaud.com/support/downloads/downloads.aspx.
If additional prerequisites must be installed, they are listed below the Blackbaud SQL Server Verification
requirement. To verify your server and install the prerequisites, click Install. The prerequisites install
before the update continues.
Note: To manually install Service Pack 2 or higher for SQL Server 2005, click No. The setup utility installs any
remaining prerequisites and then cancels the installation. You can download and install the service pack from
Microsoft’s website.
If the SQL Server 2005 verification tool detects that your version does not meet the minimum service pack
requirement, a message appears to inform you of this. To automatically install the required service pack,
click Yes.
88 C H A P T E R
3. A welcome screen appears and displays the progress of the InstallShield Wizard preparation and
verification of your system configuration and installation requirements.
4. If the update utility detects that you do not have Adobe Acrobat Reader installed, a message appears. You
must have Adobe Acrobat Reader installed to access The Raiser’s Edge documentation. Click OK and visit
Adobe’s website at www.adobe.com/products/acrobat/readermain.html to download the latest version
of Adobe Acrobat Reader.
5. When the InstallShield Wizard preparations are finished, the Upgrading The Raiser’s Edge screen appears.
6. Click Next. The Installing The Raiser’s Edge screen appears and displays the installation progress. During
installation, The Raiser’s Edge removes files no longer needed.
U P D A T E T H E R A I S E R ’ S E D G E 89
7. If The Raiser’s Edge detects programs in use that must be closed during installation, the Files in Use
screen appears.
• To exit and update The Raiser’ Edge later, click Exit.
Note: If you click Ignore, at the end of installation, you may need to restart your computer.
• To continue to update The Raiser’s Edge with the applications open, click Ignore.
• To continue to update The Raiser’s Edge with the applications closed, close the applications and click
Retry.
8. When the update is complete, the InstallShield Wizard Completed screen appears.
• The Raiser’s Edge Installer Information message may appear to ask whether to restart your system for
the configuration changes to take effect. Click Yes.
Note: The program may ask you to install your Microsoft Office discs to complete the update.
• If The Raiser’s Edge Installer Information message does not appear, click Finish.
9. Using the Blackbaud Management Console, migrate your ASA database to work with Microsoft SQL Server
Express. For information about the Blackbaud Management Console, see the Database Administration
Guide. For information on how to migrate your ASA database for use in The Raiser’s Edge, see “Migrate
an ASA Database” on page 22.
10. To update the database, log into The Raiser’s Edge. For information about how to log in, see “Log into the
updated The Raiser’s Edge for the first time” on page 90.
Post Update and Troubleshooting
After you install The Raiser’s Edge, review this chapter to confirm your installation was successful. To receive the
maximum benefit from the program, we recommend you also complete the items on the “Post Update Checklist”
on page 90.
90 C H A P T E R
When you install The Raiser’ Edge on an existing Raiser’s Edge server machine, the setup program connects to
the server and checks the size of each Raiser’s Edge database in your server. If the setup program encounters a
problem, see “Troubleshooting Issues When You Update Your Server” on page 94 to resolve the problem.
Post Update Checklist
After you update your server to The Raiser’s Edge 7.93, consider these suggestions.
 To help you comply with the Payment Card Industry Data Security Standard (PCI DSS), The Raiser’s Edge
requires strong passwords with case-sensitivity. In earlier versions, passwords were not case-sensitive and
saved as all capital letters. If you update from a version earlier than 7.93, to avoid locked users accounts, we
strongly recommend users press CAPS LOCK on the keyboard to ensure they enter passwords in all capital
letters when they first log into The Raiser’s Edge 7.93. For information about how to log into The Raiser’s
Edge, see “Log into the updated The Raiser’s Edge for the first time” on page 90.
 To help you comply with PCI DSS, The Raiser’s Edge uses the Blackbaud Payment Service to securely store
sensitive credit card and merchant account information. If you update from a version earlier than 7.93 and
your organization runs The Raiser’s Edge locally on a server or workstation and does not use NetSolutions, the
first user to log into The Raiser’s Edge 7.93 must enter your organization’s account credentials for the
Blackbaud Payment Service. For information about how to log into The Raiser’s Edge, see “Log into the
updated The Raiser’s Edge for the first time” on page 90.
 If you update from The Raiser’s Edge 7.5 and, when you installed The Raiser’s Edge 7.5, you selected
Automatically Start the database when the system starts, the ASA database starts when you restart your
computer at the end of the update procedure. Before you migrate your ASA database into SQL Server, shut the
ASA database down. If the ASA database runs on your server when you start to migrate your database, an
error message appears and you cannot continue. For information about how to shut down the database, see
“Shut down the Blackbaud Database Service” on page 93.
 If you update from The Raiser’s Edge 7.5, the database migration process leaves your existing ASA database
intact. After the migration is complete and your system runs correctly on SQL Server, we recommend you back
up the old ASA database files (re_bio.db, re_gift.db, re_index.db, re_temp.db, re7.db, and re7.log) and then
delete them from the service to free up space on your hard drive.
 If you use Blackbaud Merchant Services to process credit card transactions or integrate with Blackbaud
NetCommunity and use the Payment Part 2.0 on your website, you must edit your International settings to
include the International Organization for Standardization (ISO) names for your countries. For information
about how to edit these settings, see the Configuration and Security Guide.
 Log into the updated The Raiser’s Edge for the first time
1. On your desktop, double-click The Raiser’s Edge, or select All Programs, The Raiser’s Edge from the Start
menu. The login screen appears.
U P D A T E T H E R A I S E R ’ S E D G E 91
Note: To help you comply with PCI DSS, The Raiser’s Edge requires strong passwords with case-sensitivity. In
versions earlier than 7.91, passwords were not case-sensitive and saved as all capital letters. To avoid locked
user accounts, if you update from a version earlier than 7.91, we strongly recommend users press CAPS LOCK on
the keyboard to ensure they enter passwords in all capital letters when they first log into The Raiser’s
Edge 7.93.
2. Enter your user name and password.
3. Press ENTER on your keyboard. A message appears to ask whether to update your database.
4. Click Yes. A screen appears and displays the update progress.
Note: To access the Blackbaud Payment Service, you must have an Internet connection.
92 C H A P T E R
5. To help you comply with Payment Card Industry Data Security Standards (PCI DSS), The Raiser’s Edge uses
the Blackbaud Payment Service to store your credit card and merchant account information. If your
organization does not use Blackbaud NetCommunity and you are the first person to log into the updated
The Raiser’s Edge, a message appears to ask whether to store your credit card information in the
Blackbaud Payment Service.
Select how to handle existing credit card information and click OK.
Warning: Before you select to truncate credit card information, we recommend you back up your database
and are prepared to lose the full numbers from your database.
• If you select No, just truncate all credit card information, a message appears to ask whether to
truncate all credit card information. Click Yes. The Raiser’s Edge replaces each credit card number from
your database with a series of question marks and the last four digits of the number.
Note: If The Raiser’s Edge cannot connect to the Blackbaud Payment Service, a warning message appears.
Click OK and check your Blackbaud Payment Service credentials or Internet connection.
• If you select Yes, store my credit card information in the Blackbaud Payment Service, enter your
organization’s user name and password to use the Blackbaud Payment Service.
If your organization uses ICVerify to process credit card transactions through The Raiser’s Edge, in the
Security Token field, enter the security token used to identify your organization when ICVerify requests
credit card information from the Blackbaud Payment Service. Your organization receives this token with
the credentials for its Blackbaud Payment Service account.
If you select Yes, a message appears to ask whether the installation is a test conversion. Click Yes or No
as applicable. For a test conversion, be aware that the Blackbaud Payment Service routinely deletes
credit card numbers uploaded as part of a test conversion to comply with PCI DSS.
The Raiser’s Edge sends valid credit card numbers from constituent records, batches, recurring gifts,
and pledges to the Blackbaud Payment Service to secure storage. In your database, The Raiser’s Edge
replaces these credit card numbers with reference numbers to identify each card number in the
Blackbaud Payment Service. On records and in batches, these credit card numbers appear as a series of
asterisks and the last four digits of the number.
U P D A T E T H E R A I S E R ’ S E D G E 93
For credit card numbers from one-time gifts such as donations and numbers with no expiration date,
The Raiser’s Edge replaces each with a series of question marks and the last four digits of the number.
When the database update process finishes, The Raiser’s Edge opens. Before you start to work, we
recommend you review the release notes for updates to this version.
 Shut down the Blackbaud Database Service
1. Go to the service manager. The Services screen appears.
2. Select Blackbaud Database Service7.
94 C H A P T E R
3. Right-click on Blackbaud Database Service7 and select Properties. The Blackbaud Database Service7
Properties screen appears.
Note: To keep the database service from restarting, you can permanently disable it. The service is not needed
for The Raiser’s Edge. To disable the service, in the Startup type field, select Disabled.
4. On the General tab, click Stop. Verify the Service status field displays “Stopped”.
5. To close the screen and save your changes, click OK.
Troubleshooting Issues When You Update Your Server
When you install The Raiser’ Edge on an existing Raiser’s Edge server machine, the setup program connects to
the server and checks the size of each Raiser’s Edge database in your server. This check may result in one of these
situations.
Database Too Big
If a database exceeds 3.7 GB, you cannot proceed with the installation unless you have Microsoft SQL Server 2005
Standard, Enterprise, or Workgroup editions, or SQL Server 2008. If you have one of these editions, enter the
name of your database. If not, you must purchase it before you can use The Raiser’s Edge. If you cancel the
installation, you can continue to use your current version of The Raiser’s Edge until you purchase and install SQL
Server 2005 Standard, Enterprise, or Workgroup editions, SQL Server 2008, or SQL Server 2008 R2.
U P D A T E T H E R A I S E R ’ S E D G E 95
Setup Unable to Verify Size of Database
If you have a disabled Raiser’s Edge database in the Blackbaud Management Console, or if the setup program
cannot find your Raiser’s Edge databases to determine the size, this message appears.
ASA Database Cannot Be Accessed for Migration
If you select Automatic Database Migration from the Getting Started screen to start the migration process, you
may receive this message.
Exit the Blackbaud Management Console and shut down The Raiser’s Edge ASA database, which still runs on your
server. This happens if, when you install The Raiser’s Edge, you selected Automatically Start the database when
the system starts. To shut down the service, go to the Service Manager and stop the service. For detailed
instructions about how to stop your ASA database service, see “Shut down the Blackbaud Database Service” on
page 93.
Database File is in Use
If you select Custom Database Migration (Advanced) to start the migration process, you may receive this
message.
Exit the Blackbaud Management Console and shut down The Raiser’s Edge ASA database, which still runs on your
server. This happens if, when you install The Raiser’s Edge 7.5, you select Automatically Start the database
when the system starts. To shut down the service, go to service manager and stop the service. For detailed
instructions about how to stop your ASA database service, see “Shut down the Blackbaud Database Service” on
page 93.
96 C H A P T E R
Invalid Database Version
When you attempt to access a database that has not migrated, this message appears.
Migration Freezes On Dual Processor Machines
If you run your ASA database migration on dual processor Athlon machines, the migration process may freeze.
You must disable one of the processors during the migration and enable it again after the migration is complete.
To use only one processor of a multi-processor machine, use the numproc boot.ini switch.
 Use the numproc boot.ini switch to use only one processor of a multi-processor machine
1. From a command session, go to the root of the C drive.
2. To modify the boot.ini file so it is not a system file, hidden, or read-only, enter C:\> attrib
boot.ini -r -s -h.
3. In Notepad, open the file: C:\> notepad boot.ini.
4. Locate the entry that starts the operating system and add /numproc=1 to the end, such as
multi(0)disk(0)rdisk(0)partition(1)\WINNT=”Microsoft Windows 2000
Professional” /fastdetect /numproc=1.
5. Save the change, and exit Notepad.
6. To reset the boot.ini attributes, at a command prompt, enter C:\> attrib boot.ini +r +s
+h.
7. Restart the computer. The operating system detects and uses the first processor.
Uninstallation Has Not Completed
If you receive this message after you install Adobe Acrobat, click Yes.
The installation completes, and both The Raiser’s Edge and Adobe Acrobat install correctly.
Read-Only Database Access Guide Not Current
To ensure you can access to the most up-to-date user’s guide, unlock Read-Only Database Access from
The Raiser’s Edge shell.
Index
B
Blackbaud NetCommunity
update 46
C
citrix
install update 55
D
database
attach 17
backup 11
copying asa files 29
file in use 95
invalid version 96
migrate 22
msde 33
read-only access guide 96
too big 94
unable to verify size 95
E
enhancements 1
I
install update 38
Blackbaud NetCommunity 46
oracle 47
REAnywhere for Remote Access 66
server 42
standalone machine 39
terminal services or citrix 55
The Raiser’s Edge 7.5 71
installation requirements 30
ntfs rights 37
oracle 35
prerequisites 36
server 32
standalone machine 31
M
Microsoft MapPoint 2006 11
N
net framework 2.0 37
new features 1
O
oracle
deployment package 47, 49
install update 47
installation requirements 35
prerequisites 36
security settings 66
update deployment package 50
P
post update 89
checklist 90
prerequisites installation
oracle 36
overview 36
prerequisities installation
sql server 36
pre-update recommendations 11
R
REAnywhere for Remote Access
browser settings 69
important notes 66
install update 66
S
sample data 30
server
install update 42
installation requirements 32
prerequisites 36
98
The Raiser’s Edge 7.5 71
update problems 94
software deployment kit 63
standalone machine
install update 39
installation requirements 31
The Raiser’s Edge 7.5 86
system recommendations 11
T
terminal services
install update 55
The Raiser’s Edge 7.5
install on server 71
install update 71
new server 78
new server workstations 83
server workstations 75
standalone machine 86
troubleshooting 89
cannot access asa database 95
database file in use 95
database too big 94
invalid database version 96
migration freezes 96
read-only database access guide not current 96
unable to verify size of database 95
uninstallation not completed 96
W
web services installation 11
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